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 8-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 year Filed as: WELLS FRGO CLEARING SERVICES, LLC Service code 33 · EIN 23-2384840 ONE N. JEFFERSON · ST. LOUIS, MO 63103 | Securities brokerage | $68,257 |
CHARLES SCHWAB & CO., INC.4 years Filed as: HOOD & STRONG LLP Service code 10 · EIN 94-1254756 275 BATTERY STREET · SAN FRANCISCO, CA 94111 | Accounting | $37,907 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC Service code 11 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Actuarial | $17,590 |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $282,865-100.0% | $398,892-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 54.1%-54.1pp | 12.4%-12.4pp |
| Annual return | 23.11% | 9.27%+13.8pp | 8.55%+14.6pp | 9.89%+13.2pp |
| Employer contribution / active EE | $25,000 | $11,327+120.7% | $37,109-32.6% | $14,313+74.7% |
| Participant deferral / active EE | $0 | $0 | $18-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $9,084-100.0% | $77,551-100.0% | $9,084-100.0% |