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 | $14,529 |
LPL FINANCIAL2+ years Service code 27 · EIN 04-3046611 | Advisory (Plan) | $10,600 |
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 | $38,551 | $46,072-16.3% | $70,014-44.9% | $55,167-30.1% |
| Participation rate | 79.1% | 67.5%+11.6pp | 71.8%+7.3pp | 69.0%+10.1pp |
| Annual return | 5.83% | 8.68%-2.8pp | 12.99%-7.2pp | 169.23%-163.4pp |
| Employer contribution / active EE | $1,098 | $1,500-26.8% | $2,338-53.0% | $1,963-44.0% |
| Participant deferral / active EE | $2,087 | $2,344-10.9% | $2,931-28.8% | $3,054-31.7% |
| Admin fee / account holder | $251 | $428-41.2% | $4,380-94.3% | $504-50.1% |