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 |
|---|---|---|
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 33-1498605 | Accounting | $25,250 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $24,312 |
PW PARTNERS1 year Filed as: PARTNERS Service code 27 · EIN 62-1627736 | Advisory (Plan) | $16,667 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $829 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,576 | $96,486-28.9% | $153,432-55.3% | $77,671-11.7% |
| Participation rate | 95.9% | 81.6%+14.3pp | 77.1%+18.8pp | 70.6%+25.3pp |
| Annual return | 12.74% | 14.44%-1.7pp | 15.66%-2.9pp | 31.21%-18.5pp |
| Employer contribution / active EE | $2,976 | $5,224-43.0% | $5,038-40.9% | $2,726+9.1% |
| Participant deferral / active EE | $7,095 | $6,609+7.4% | $6,757+5.0% | $4,648+52.6% |
| Admin fee / account holder | $88 | $182-52.0% | $12,725-99.3% | $430-79.7% |