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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,887 |
Service code 17 · EIN 59-3331424 | Pension Consulting | $18,000 |
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 | $42,482 | $69,305-38.7% | $82,313-48.4% | $69,631-39.0% |
| Participation rate | 95.1% | 80.3%+14.8pp | 76.9%+18.2pp | 70.7%+24.4pp |
| Annual return | 13.63% | 21.47%-7.8pp | 25.88%-12.2pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $1,238 | $1,887-34.4% | $2,428-49.0% | $2,032-39.1% |
| Participant deferral / active EE | $3,008 | $3,568-15.7% | $3,706-18.8% | $3,224-6.7% |
| Admin fee / account holder | $184 | $97+89.2% | $5,608-96.7% | $110+66.5% |