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 | $42,110 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 27 · EIN 36-4291971 | Advisory (Plan) | $20,000 |
MOSS ADAMS LLP6+ years Service code 10 · EIN 91-0189318 | Accounting | $11,000 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $10,000 |
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 | $56,931 | $64,286-11.4% | $90,951-37.4% | $73,409-22.4% |
| Participation rate | 98.1% | 63.6%+34.5pp | 69.0%+29.1pp | 72.2%+25.9pp |
| Annual return | 13.33% | 21.45%-8.1pp | 134.60%-121.3pp | 59.29%-46.0pp |
| Employer contribution / active EE | $798 | $895-10.8% | $2,122-62.4% | $2,234-64.3% |
| Participant deferral / active EE | $6,180 | $2,453+151.9% | $3,373+83.2% | $3,805+62.4% |
| Admin fee / account holder | $192 | $287-33.2% | $5,959-96.8% | $158+21.6% |