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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $21,846 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $42,763 | $49,177-13.0% | $79,464-46.2% | $64,186-33.4% |
| Participation rate | 99.0% | 65.0%+33.9pp | 73.3%+25.6pp | 69.6%+29.4pp |
| Annual return | 7.28% | -1.16%+8.4pp | 718.14%-710.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | $3,209 | $2,076+54.5% | $2,800+14.6% | $2,381+34.8% |
| Participant deferral / active EE | $2,864 | $2,821+1.5% | $3,704-22.7% | $3,470-17.4% |
| Admin fee / account holder | $185 | $3,839-95.2% | $5,113-96.4% | $4,888-96.2% |