See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 93-1347393 | Recordkeeping | $67,323 |
KATZ, SAPPER & MILLER1+ years Filed as: KATZ, SAPPER & MILLER, LLP Service code 10 · EIN 35-1090346 | Accounting | $8,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,943 | $57,921+38.0% | $84,750-5.7% | $57,658+38.6% |
| Participation rate | 58.6% | 72.9%-14.3pp | 76.6%-17.9pp | 70.2%-11.6pp |
| Annual return | -1.74% | 10.24%-12.0pp | 22.78%-24.5pp | 5.13%-6.9pp |
| Employer contribution / active EE | $1,378 | $2,598-47.0% | $3,574-61.4% | $1,974-30.2% |
| Participant deferral / active EE | $1,516 | $2,742-44.7% | $3,712-59.2% | $3,061-50.5% |
| Admin fee / account holder | $14 | $130-89.2% | $5,332-99.7% | $95-85.2% |