See peer percentile detail. $4.99 for your first month.
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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 Filed as: WELLS FARGO BANK NA Service code 15 · EIN 94-1347393 | Recordkeeping | $161,335 |
DIMEO SCHNEIDER & ASSOCIATES LLC3+ years Filed as: DI MEO SCHNEIDER & ASSOCIATES LLC Service code 70 · EIN 36-4001764 | Consulting Fees | $65,846 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $251,653 | $96,458+160.9% | $136,294+84.6% | $77,958+222.8% |
| Participation rate | 95.3% | 75.4%+19.9pp | 81.9%+13.3pp | 71.6%+23.6pp |
| Annual return | 17.73% | 23.78%-6.0pp | 5155.94%-5138.2pp | 20.87%-3.1pp |
| Employer contribution / active EE | $9,855 | $3,144+213.5% | $4,695+109.9% | $2,310+326.5% |
| Participant deferral / active EE | $9,039 | $5,902+53.1% | $6,247+44.7% | $3,537+155.6% |
| Admin fee / account holder | $127 | $80+58.4% | $9,243-98.6% | $97+30.8% |