Filed February 22, 2021 (most recent of 4 filings on file)
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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $6,585 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $203,708 | $93,131+118.7% | $106,548+91.2% | $86,799+134.7% |
| Participation rate | 97.2% | 81.4%+15.8pp | 76.1%+21.1pp | 72.3%+25.0pp |
| Annual return | 13.15% | 19.45%-6.3pp | 26.80%-13.6pp | 97.91%-84.8pp |
| Employer contribution / active EE | $4,605 | $2,895+59.1% | $2,819+63.4% | $2,405+91.5% |
| Participant deferral / active EE | $6,412 | $4,708+36.2% | $4,398+45.8% | $4,131+55.2% |
| Admin fee / account holder | $15 | $145-89.4% | $7,407-99.8% | $170-90.9% |