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 8-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 | $306,546 |
Service code 11 · EIN 53-0181291 | Actuarial | $67,000 |
Filed as: PRICEWATERHOUSECOOPER Service code 10 · EIN 13-4008324 | Accounting | $64,664 |
FINDLEY1 year Service code 29 · EIN 34-1213174 | Legal | $25,595 |
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 | $53,540 | $105,247-49.1% | $87,100-38.5% | $77,787-31.2% |
| Participation rate | 80.3% | 85.8%-5.5pp | 76.9%+3.5pp | 73.2%+7.1pp |
| Annual return | 19.18% | 24.52%-5.3pp | 28.19%-9.0pp | 32.57%-13.4pp |
| Employer contribution / active EE | $1,488 | $2,895-48.6% | $2,521-41.0% | $2,504-40.6% |
| Participant deferral / active EE | $2,918 | $5,060-42.3% | $4,049-27.9% | $3,967-26.4% |
| Admin fee / account holder | $254 | $104+142.8% | $7,497-96.6% | $100+153.5% |