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.6+ years Service code 12 · EIN 94-1347393 | Trustee (bank, trust company, or simi... | $100,856 |
OCTOBER THREE CONSULTING LLC6+ years Service code 11 · EIN 27-1175487 | Actuarial | $65,280 |
GEFFEN MESHER1 year Filed as: GEFFEN MESHER & CO., PC Service code 10 · EIN 93-1042710 | Accounting | $18,900 |
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 | $409,661-100.0% | $305,030-100.0% | $409,661-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 44.7%-44.7pp | 1.7%-1.7pp |
| Annual return | 15.11% | 6915.14%-6900.0pp | 380.66%-365.5pp | 627.08%-612.0pp |
| Employer contribution / active EE | $34,676 | $39,618-12.5% | $45,083-23.1% | $18,824+84.2% |
| Participant deferral / active EE | $0 | $161-100.0% | $272-100.0% | $418-100.0% |
| Admin fee / account holder | $0 | $1,923-100.0% | $12,800-100.0% | $1,923-100.0% |