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.2+ years Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $7,729 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $7,350 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $49,677-100.0% | $500,101-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 3.6%-3.6pp | 21.3%-21.3pp | 3.6%-3.6pp |
| Annual return | 6.23% | 11.88%-5.6pp | 2.08%+4.1pp | 11.88%-5.6pp |
| Employer contribution / active EE | $12,281 | $14,612-16.0% | $47,324-74.0% | $14,612-16.0% |
| Participant deferral / active EE | $0 | $518-100.0% | $78-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $637-100.0% | $1,916-100.0% | $637-100.0% |