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 | $121,436 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,690 |
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 | $175,375 | $78,781+122.6% | $100,516+74.5% | $73,409+138.9% |
| Participation rate | 95.9% | 80.0%+15.9pp | 79.4%+16.5pp | 72.2%+23.7pp |
| Annual return | 12.85% | 31.69%-18.8pp | 30.89%-18.0pp | 59.29%-46.4pp |
| Employer contribution / active EE | $7,724 | $2,420+219.2% | $3,418+126.0% | $2,234+245.8% |
| Participant deferral / active EE | $5,126 | $6,537-21.6% | $6,270-18.2% | $3,805+34.7% |
| Admin fee / account holder | $184 | $145+26.7% | $8,081-97.7% | $158+16.6% |