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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,768 |
Filed as: KESTRA ADVISORY SERVICES Service code 27 · EIN 35-2552359 | Advisory (Plan) | $44,993 |
WELLS FARGO BANK, N.A.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $18,334 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $165,924 | $66,528+149.4% | $86,874+91.0% | $86,799+91.2% |
| Participation rate | 97.1% | 72.4%+24.7pp | 71.6%+25.4pp | 72.3%+24.8pp |
| Annual return | 13.02% | 19.56%-6.5pp | 63.52%-50.5pp | 97.91%-84.9pp |
| Employer contribution / active EE | $6,813 | $2,007+239.4% | $2,495+173.0% | $2,405+183.2% |
| Participant deferral / active EE | $4,863 | $3,240+50.1% | $3,699+31.5% | $4,131+17.7% |
| Admin fee / account holder | $278 | $148+88.0% | $5,828-95.2% | $170+64.2% |