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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,035 |
PAVILLION ADVISORY GROUP, INC.5+ years Service code 27 · EIN 20-1079566 | Advisory (Plan) | $19,600 |
KLESMAN & COMPANY, P.C.3 years Filed as: KLESMAN & COMPANY Service code 10 · EIN 36-3606968 | Accounting | $12,067 |
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 | $85,695 | $54,237+58.0% | $90,281-5.1% | $67,579+26.8% |
| Participation rate | 87.4% | 68.6%+18.8pp | 73.3%+14.2pp | 71.3%+16.1pp |
| Annual return | 21.19% | 37.27%-16.1pp | 78.10%-56.9pp | 378.56%-357.4pp |
| Employer contribution / active EE | $2,173 | $1,846+17.7% | $2,854-23.9% | $2,148+1.2% |
| Participant deferral / active EE | $6,023 | $2,625+129.5% | $3,885+55.0% | $3,539+70.2% |
| Admin fee / account holder | $252 | $123+104.5% | $5,351-95.3% | $142+77.4% |