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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $77,437 |
PAVILLION ADVISORY GROUP, INC.4+ years Service code 27 · EIN 20-1079566 | Advisory (Plan) | $25,248 |
KLESMAN & COMPANY, P.C.2 years Filed as: KLESMAN & COMPANY Service code 10 · EIN 36-3606968 | Accounting | $7,428 |
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 | $69,998 | $43,999+59.1% | $79,464-11.9% | $55,725+25.6% |
| Participation rate | 92.6% | 66.9%+25.7pp | 73.3%+19.3pp | 70.9%+21.8pp |
| Annual return | -3.58% | 1.81%-5.4pp | 718.14%-721.7pp | 244.93%-248.5pp |
| Employer contribution / active EE | $2,115 | $1,830+15.6% | $2,800-24.5% | $2,078+1.8% |
| Participant deferral / active EE | $6,002 | $2,538+136.5% | $3,704+62.1% | $3,356+78.9% |
| Admin fee / account holder | $281 | $118+139.4% | $5,113-94.5% | $115+144.3% |