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 7-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 21 · EIN 94-1347393 | Bank Trustee | $18,520 |
MERCER1 year Service code 11 · EIN 13-2934414 | Actuarial | $6,776 |
See 1 actuary disclosure. $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.
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 | $0 | $17,871-100.0% | $189,344-100.0% | $317,036-100.0% |
| Participation rate | 0.0% | 20.0%-20.0pp | 30.4%-30.4pp | 13.0%-13.0pp |
| Annual return | 4.48% | 8.67%-4.2pp | 11.02%-6.5pp | 13.59%-9.1pp |
| Employer contribution / active EE | $15,203 | $9,810+55.0% | $33,824-55.1% | $14,592+4.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $418-100.0% | $67-100.0% |
| Admin fee / account holder | $0 | $4,226-100.0% | $4,088-100.0% | $29,657-100.0% |