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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,271 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING, INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $6,858 |
SHEPHERD KAPLAN LLC2+ years Service code 21 · EIN 83-0368447 | Bank Trustee | $5,922 |
Annual investment return 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 | $76,814 | $75,183+2.2% | $123,892-38.0% | $55,167+39.2% |
| Participation rate | 96.0% | 72.8%+23.2pp | 81.4%+14.6pp | 69.0%+27.0pp |
| Annual return | 5.21% | 19.01%-13.8pp | 47.52%-42.3pp | 169.23%-164.0pp |
| Employer contribution / active EE | $3,384 | $2,823+19.9% | $4,617-26.7% | $1,963+72.4% |
| Participant deferral / active EE | $11,535 | $5,084+126.9% | $5,984+92.8% | $3,054+277.7% |
| Admin fee / account holder | $264 | $663-60.2% | $8,357-96.8% | $504-47.6% |