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 | $92,521 |
MARTINELLI & CO.3+ years Service code 10 · EIN 27-1787643 | Accounting | $9,608 |
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 | $79,445 | $46,173+72.1% | $170,442-53.4% | $69,631+14.1% |
| Participation rate | 58.9% | 63.9%-5.0pp | 83.6%-24.7pp | 70.7%-11.8pp |
| Annual return | 14.17% | 21.62%-7.5pp | 205.93%-191.8pp | 27571.02%-27556.9pp |
| Employer contribution / active EE | $2,214 | $1,610+37.5% | $5,433-59.2% | $2,032+9.0% |
| Participant deferral / active EE | $2,030 | $2,080-2.4% | $4,939-58.9% | $3,224-37.0% |
| Admin fee / account holder | $241 | $116+107.8% | $13,880-98.3% | $110+118.2% |