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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $100,669 |
MCM CPAS & ADVISORS LLP2 years Service code 27 · EIN 27-1235638 | Advisory (Plan) | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $62,766 | $42,810+46.6% | $169,463-63.0% | $55,725+12.6% |
| Participation rate | 97.9% | 64.7%+33.2pp | 77.8%+20.2pp | 70.9%+27.1pp |
| Annual return | -6.89% | -3.61%-3.3pp | 1.83%-8.7pp | 244.93%-251.8pp |
| Employer contribution / active EE | $2,951 | $1,402+110.5% | $4,159-29.1% | $2,078+42.0% |
| Participant deferral / active EE | $8,031 | $3,141+155.6% | $5,277+52.2% | $3,356+139.3% |
| Admin fee / account holder | $164 | $106+54.4% | $9,109-98.2% | $115+42.7% |