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.4+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $36,170 |
BPM LLP1 year Filed as: BPM, LLC Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $16,501 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,843 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,701 | $47,922-29.7% | $75,886-55.6% | $65,185-48.3% |
| Participation rate | 96.4% | 63.0%+33.4pp | 69.3%+27.1pp | 70.2%+26.2pp |
| Annual return | 4.24% | 24.12%-19.9pp | 30.76%-26.5pp | 29.38%-25.1pp |
| Employer contribution / active EE | $1,939 | $1,557+24.5% | $2,500-22.4% | $2,177-10.9% |
| Participant deferral / active EE | $0 | $2,550-100.0% | $3,603-100.0% | $3,514-100.0% |
| Admin fee / account holder | $264 | $532-50.3% | $5,418-95.1% | $847-68.8% |