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 Service code 15 · EIN 94-1347393 | Recordkeeping | $23,396 |
MOSS ADAMS LLP3 years Service code 10 · EIN 91-0189318 | Accounting | $8,800 |
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 | $49,616 | $42,548+16.6% | $74,550-33.4% | $56,287-11.9% |
| Participation rate | 97.0% | 60.5%+36.5pp | 69.1%+27.8pp | 69.9%+27.1pp |
| Annual return | -5.16% | 12.40%-17.6pp | 32.53%-37.7pp | -9.96%+4.8pp |
| Employer contribution / active EE | $818 | $855-4.3% | $1,961-58.3% | $2,111-61.2% |
| Participant deferral / active EE | $5,303 | $2,277+132.9% | $3,108+70.6% | $3,350+58.3% |
| Admin fee / account holder | $174 | $467-62.8% | $5,060-96.6% | $521-66.7% |