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 | $155,879 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $11,396 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,255 | $79,519+29.8% | $95,952+7.6% | $73,409+40.7% |
| Participation rate | 96.6% | 81.2%+15.5pp | 77.1%+19.6pp | 72.2%+24.5pp |
| Annual return | 20.93% | 19.20%+1.7pp | 91.61%-70.7pp | 59.29%-38.4pp |
| Employer contribution / active EE | $815 | $2,048-60.2% | $2,541-67.9% | $2,234-63.5% |
| Participant deferral / active EE | $5,776 | $4,138+39.6% | $4,167+38.6% | $3,805+51.8% |
| Admin fee / account holder | $233 | $184+26.2% | $6,795-96.6% | $158+47.4% |