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 12 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $71,824 |
OCTOBER THREE CONSULTING LLC4+ years Service code 11 · EIN 27-1175487 | Actuarial | $65,280 |
GEFFEN MESHER4+ years Filed as: GEFFEN, MESHER & COMPANY, PC Service code 10 · EIN 93-1042710 | Accounting | $17,170 |
See 1 actuary disclosure. $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.
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 | $0 | $37,197-100.0% | $1,035,159-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 49.6%-49.6pp | 4.7%-4.7pp |
| Annual return | -5.28% | -2.53%-2.8pp | -61.72%+56.4pp | -0.69%-4.6pp |
| Employer contribution / active EE | $28,416 | $37,001-23.2% | $47,703-40.4% | $16,786+69.3% |
| Participant deferral / active EE | $0 | $59-100.0% | $135-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $5,792-100.0% | $124-100.0% |