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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,731 |
MCM CPAS & ADVISORS LLP4 years Service code 10 · EIN 27-1235638 | Accounting | $18,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,248 | $56,152+66.1% | $185,823-49.8% | $73,409+27.0% |
| Participation rate | 97.2% | 67.6%+29.7pp | 78.0%+19.2pp | 72.2%+25.1pp |
| Annual return | 15.77% | 17.59%-1.8pp | 35.95%-20.2pp | 59.29%-43.5pp |
| Employer contribution / active EE | $3,586 | $1,532+134.1% | $4,087-12.3% | $2,234+60.6% |
| Participant deferral / active EE | $9,982 | $3,659+172.8% | $5,632+77.2% | $3,805+162.3% |
| Admin fee / account holder | $154 | $132+16.9% | $9,500-98.4% | $158-2.3% |