Filed July 6, 2023
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $75,934 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 21-1945930 | Recordkeeping | $250 |
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 | $39,091 | $41,317-5.4% | $85,969-54.5% | $55,191-29.2% |
| Participation rate | 99.5% | 54.5%+45.1pp | 76.5%+23.0pp | 69.2%+30.4pp |
| Annual return | 0.14% | 3.93%-3.8pp | 9.32%-9.2pp | 10.78%-10.6pp |
| Employer contribution / active EE | $3,354 | $1,198+180.0% | $3,474-3.5% | $1,899+76.6% |
| Participant deferral / active EE | $1,895 | $1,914-1.0% | $3,829-50.5% | $3,046-37.8% |
| Admin fee / account holder | $121 | $97+24.7% | $6,053-98.0% | $91+33.2% |