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 | $54,472 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,297 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $73,267 | $81,474-10.1% | $133,956-45.3% | $73,488-0.3% |
| Participation rate | 98.1% | 76.4%+21.8pp | 79.8%+18.3pp | 70.7%+27.5pp |
| Annual return | 16.97% | 19.40%-2.4pp | 45.09%-28.1pp | 28.51%-11.5pp |
| Employer contribution / active EE | $4,935 | $2,209+123.4% | $3,919+25.9% | $2,270+117.4% |
| Participant deferral / active EE | $4,712 | $3,786+24.5% | $5,048-6.6% | $3,740+26.0% |
| Admin fee / account holder | $234 | $713-67.1% | $8,927-97.4% | $513-54.3% |