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.5 years Service code 21 · EIN 94-1347393 | Bank Trustee | $22,583 |
MERCER6 years Service code 11 · EIN 13-2934414 | Actuarial | $9,693 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $46,984-100.0% | $235,493-100.0% | $46,984-100.0% |
| Participation rate | 0.0% | 5.6%-5.6pp | 24.6%-24.6pp | 5.6%-5.6pp |
| Annual return | 3.89% | 39.77%-35.9pp | -6.07%+10.0pp | 39.77%-35.9pp |
| Employer contribution / active EE | $7,895 | $19,959-60.4% | $37,389-78.9% | $19,959-60.4% |
| Participant deferral / active EE | $2,185 | $614+256.0% | $182+1103.5% | $614+256.0% |
| Admin fee / account holder | $0 | $62-100.0% | $12,327-100.0% | $62-100.0% |