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 | $83,481 |
REGIONS BANK1+ years Service code 21 · EIN 63-0371391 | Bank Trustee | $37,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,075 | $42,582+247.7% | $171,082-13.4% | $57,658+156.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 76.7%+23.3pp | 70.2%+29.8pp |
| Annual return | 8.38% | 308.67%-300.3pp | 32.56%-24.2pp | 5.13%+3.2pp |
| Employer contribution / active EE | $8,915 | $1,306+582.6% | $4,002+122.8% | $1,974+351.7% |
| Participant deferral / active EE | $8,707 | $2,933+196.8% | $4,797+81.5% | $3,061+184.5% |
| Admin fee / account holder | $254 | $82+208.3% | $8,520-97.0% | $95+168.5% |