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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $109,552 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $4,350 |
TI TRUST SERVICES3 years Service code 21 · EIN 20-1171923 | Bank Trustee | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,140 | $78,275-1.4% | $109,143-29.3% | $86,799-11.1% |
| Participation rate | 97.5% | 73.8%+23.6pp | 75.9%+21.6pp | 72.3%+25.2pp |
| Annual return | 12.13% | 19.14%-7.0pp | 25.75%-13.6pp | 97.91%-85.8pp |
| Employer contribution / active EE | $11,579 | $3,105+272.9% | $3,722+211.1% | $2,405+381.4% |
| Participant deferral / active EE | $2,484 | $3,641-31.8% | $4,653-46.6% | $4,131-39.9% |
| Admin fee / account holder | $123 | $198-38.2% | $6,752-98.2% | $170-27.6% |