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 Service code 15 · EIN 94-1347393 | Recordkeeping | $55,673 |
CLIFTONLARSONALLEN LLP2+ years Service code 10 · EIN 41-0746749 | Accounting | $9,360 |
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 | $81,630 | $54,368+50.1% | $117,039-30.3% | $62,292+31.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 18.35% | 21.77%-3.4pp | 18.95%-0.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $2,917 | $1,692+72.4% | $3,785-22.9% | $2,042+42.8% |
| Participant deferral / active EE | $5,840 | $2,269+157.4% | $3,929+48.6% | $3,169+84.3% |
| Admin fee / account holder | $261 | $493-47.2% | $5,974-95.6% | $479-45.6% |