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 |
|---|---|---|
Service code 27 · EIN 46-0615386 | Advisory (Plan) | $16,876 |
WELLS FARGO BANK, N.A.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $12,263 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $9,096 |
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 | $58,738 | $55,449+5.9% | $83,848-29.9% | $56,287+4.4% |
| Participation rate | 74.6% | 68.0%+6.6pp | 76.1%-1.5pp | 69.9%+4.8pp |
| Annual return | -0.73% | -1.38%+0.7pp | 850.88%-851.6pp | -9.96%+9.2pp |
| Employer contribution / active EE | $5,761 | $2,430+137.0% | $3,631+58.7% | $2,111+172.9% |
| Participant deferral / active EE | $7,520 | $2,935+156.2% | $4,082+84.2% | $3,350+124.5% |
| Admin fee / account holder | $196 | $656-70.1% | $5,478-96.4% | $521-62.3% |