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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $159,122 |
REINHART BOERNER VAN DEUREN S.C.6+ years Filed as: REINHART, BOERNER, VAN DEUREN, ETC Service code 29 · EIN 39-1126909 | Legal | $49,348 |
Filed as: PRINCIPAL Service code 15 · EIN 39-1761679 | Recordkeeping | $37,118 |
ANDCO CONSULTING1 year Filed as: ANDCO Service code 27 · EIN 59-3676225 | Advisory (Plan) | $29,000 |
BAUMAN ASSOCIATES6+ years Service code 10 · EIN 39-1277627 | Accounting | $16,047 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,025 | $81,719+186.4% | $101,248+131.1% | $90,288+159.2% |
| Participation rate | 97.5% | 80.7%+16.7pp | 75.8%+21.6pp | 73.4%+24.1pp |
| Annual return | 23.40% | 337.64%-314.2pp | 46.47%-23.1pp | 53.97%-30.6pp |
| Employer contribution / active EE | $9,556 | $3,622+163.8% | $3,660+161.1% | $2,524+278.6% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $266 | $162+64.1% | $5,945-95.5% | $114+133.0% |