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 Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 1525 WEST W.T. HARRIS BLVD · CHARLOTTE, NC 28262 | Recordkeeping | $43,671 |
Service code 15 · EIN 26-3148951 1325 WEST FIRST AVE. SUITE 304 · SPOKANE, WA 99201 | Recordkeeping | $15,070 |
BPM LLP1 year Filed as: BPM, LLP Service code 10 · EIN 81-4234542 P.O.BOX 53086 · BELLEVUE, WA 980153086 | Accounting | $14,001 |
Participant contribution per participant 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 | $42,246 | $60,776-30.5% | $85,682-50.7% | $79,386-46.8% |
| Participation rate | 98.0% | 62.1%+35.9pp | 69.9%+28.1pp | 70.7%+27.3pp |
| Annual return | 14.59% | 16.57%-2.0pp | 21.49%-6.9pp | 116.85%-102.3pp |
| Employer contribution / active EE | $1,877 | $1,663+12.9% | $2,618-28.3% | $2,427-22.7% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $288 | $438-34.3% | $6,873-95.8% | $626-54.0% |