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 year Service code 21 · EIN 94-1347393 | Bank Trustee | $9,683 |
MERCER2 years Service code 11 · EIN 13-2934414 | Actuarial | $7,551 |
See 1 actuary disclosure. $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.
Participant contribution per participant 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 | $0 | $37,197-100.0% | $148,425-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 4.7%-4.7pp | 35.1%-35.1pp | 4.7%-4.7pp |
| Annual return | 8.95% | -0.69%+9.6pp | 38.14%-29.2pp | -0.69%+9.6pp |
| Employer contribution / active EE | $5,513 | $16,786-67.2% | $34,245-83.9% | $16,786-67.2% |
| Participant deferral / active EE | $2,285 | $525+334.9% | $185+1137.3% | $525+334.9% |
| Admin fee / account holder | $0 | $124-100.0% | $10,234-100.0% | $124-100.0% |