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 | $72,789 |
MARTINELLI & CO.2+ years Service code 10 · EIN 27-1787643 | Accounting | $9,578 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,714 | $36,916+94.3% | $156,549-54.2% | $57,658+24.4% |
| Participation rate | 53.4% | 63.4%-10.1pp | 84.0%-30.6pp | 70.2%-16.9pp |
| Annual return | 8.85% | 12.38%-3.5pp | 32.23%-23.4pp | 5.13%+3.7pp |
| Employer contribution / active EE | $1,887 | $1,571+20.2% | $5,501-65.7% | $1,974-4.4% |
| Participant deferral / active EE | $1,749 | $1,926-9.2% | $4,871-64.1% | $3,061-42.8% |
| Admin fee / account holder | $197 | $82+138.6% | $13,027-98.5% | $95+108.2% |