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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,717 |
USI CONSULTING GROUP3+ years Filed as: KIBBLE & PRENTICE Service code 27 · EIN 91-1176315 | Advisory (Plan) | $25,667 |
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 | $40,223 | $60,545-33.6% | $92,233-56.4% | $69,631-42.2% |
| Participation rate | 85.6% | 72.2%+13.4pp | 76.5%+9.1pp | 70.7%+14.9pp |
| Annual return | 16.78% | 19.71%-2.9pp | 176.28%-159.5pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $791 | $2,633-70.0% | $3,679-78.5% | $2,032-61.1% |
| Participant deferral / active EE | $2,741 | $2,828-3.1% | $3,897-29.7% | $3,224-15.0% |
| Admin fee / account holder | $117 | $145-19.3% | $5,194-97.8% | $110+5.8% |