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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $72,353 |
WITHUMSMITH+BROWN, PC1 year Filed as: PATTILLO, BROWN & HILL, LLP Service code 10 · EIN 74-2751720 | Accounting | $5,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,403 | $65,376-6.1% | $87,100-29.5% | $65,185-5.8% |
| Participation rate | 86.1% | 75.3%+10.8pp | 76.9%+9.2pp | 70.2%+15.9pp |
| Annual return | 18.24% | 31.27%-13.0pp | 28.19%-9.9pp | 29.38%-11.1pp |
| Employer contribution / active EE | $1,379 | $1,822-24.4% | $2,521-45.3% | $2,177-36.7% |
| Participant deferral / active EE | $1,189 | $3,388-64.9% | $4,049-70.6% | $3,514-66.2% |
| Admin fee / account holder | $281 | $520-45.9% | $7,497-96.2% | $847-66.8% |