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 | $36,445 |
COOK STREET CONSULTING1 year Filed as: COOK STREET CONSULTING INC. Service code 17 · EIN 84-0854432 | Pension Consulting | $29,656 |
WHITLEY PENN LLP1 year Filed as: WHITLEY PENN, LLP Service code 10 · EIN 75-2393478 | Accounting | $11,899 |
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 | $95,963 | $89,652+7.0% | $141,162-32.0% | $65,185+47.2% |
| Participation rate | 95.1% | 74.7%+20.4pp | 82.5%+12.6pp | 70.2%+24.9pp |
| Annual return | 37.80% | 32.79%+5.0pp | 71.39%-33.6pp | 29.38%+8.4pp |
| Employer contribution / active EE | $3,166 | $3,065+3.3% | $4,735-33.1% | $2,177+45.4% |
| Participant deferral / active EE | $12,940 | $5,691+127.4% | $6,709+92.9% | $3,514+268.3% |
| Admin fee / account holder | $222 | $569-60.9% | $10,261-97.8% | $847-73.8% |