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 | $99,444 |
MCM CPAS & ADVISORS LLP1 year Service code 27 · EIN 27-1235638 | Advisory (Plan) | $26,260 |
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 | $65,060 | $46,966+38.5% | $185,117-64.9% | $69,631-6.6% |
| Participation rate | 98.1% | 65.3%+32.8pp | 77.3%+20.8pp | 70.7%+27.4pp |
| Annual return | 21.10% | 22.36%-1.3pp | 40.50%-19.4pp | 27571.02%-27549.9pp |
| Employer contribution / active EE | $2,907 | $1,360+113.7% | $4,182-30.5% | $2,032+43.1% |
| Participant deferral / active EE | $7,479 | $3,017+147.9% | $5,045+48.2% | $3,224+132.0% |
| Admin fee / account holder | $178 | $94+89.5% | $8,159-97.8% | $110+61.0% |