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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,884 |
FINANCIAL ENGINES1 year Service code 27 · EIN 94-3250323 | Advisory (Plan) | $10,768 |
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 | $51,289 | $88,730-42.2% | $82,313-37.7% | $77,958-34.2% |
| Participation rate | 98.7% | 84.5%+14.2pp | 76.9%+21.8pp | 71.6%+27.0pp |
| Annual return | 18.67% | 20.88%-2.2pp | 25.88%-7.2pp | 20.87%-2.2pp |
| Employer contribution / active EE | $2,692 | $2,758-2.4% | $2,428+10.8% | $2,310+16.5% |
| Participant deferral / active EE | $5,268 | $4,634+13.7% | $3,706+42.1% | $3,537+49.0% |
| Admin fee / account holder | $84 | $74+13.1% | $5,608-98.5% | $97-14.1% |