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 5-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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $64,432 |
HENDERSON BROS. RET. PLAN SERV.1+ years Filed as: HENDERSON BROTHERS Service code 27 · EIN 25-0543730 | Advisory (Plan) | $21,255 |
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 | $88,310 | $73,638+19.9% | $95,952-8.0% | $73,488+20.2% |
| Participation rate | 91.1% | 76.2%+14.9pp | 77.1%+14.0pp | 70.7%+20.4pp |
| Annual return | 14.83% | 16.78%-1.9pp | 91.61%-76.8pp | 28.51%-13.7pp |
| Employer contribution / active EE | $2,278 | $1,863+22.3% | $2,541-10.4% | $2,270+0.3% |
| Participant deferral / active EE | $4,088 | $3,617+13.0% | $4,167-1.9% | $3,740+9.3% |
| Admin fee / account holder | $269 | $482-44.1% | $6,795-96.0% | $513-47.5% |