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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $45,224 |
CLIFTONLARSONALLEN LLP1+ years Service code 10 · EIN 41-0746749 | Accounting | $18,685 |
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 | $51,773 | $74,024-30.1% | $77,999-33.6% | $57,658-10.2% |
| Participation rate | 87.9% | 79.7%+8.2pp | 75.5%+12.4pp | 70.2%+17.7pp |
| Annual return | -1.01% | 12.14%-13.2pp | 425.96%-427.0pp | 5.13%-6.1pp |
| Employer contribution / active EE | $859 | $2,365-63.7% | $2,470-65.2% | $1,974-56.5% |
| Participant deferral / active EE | $2,320 | $3,533-34.3% | $3,497-33.7% | $3,061-24.2% |
| Admin fee / account holder | $134 | $93+43.4% | $5,480-97.6% | $95+41.4% |