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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,962 |
GRUBER & ASSOCIATES2+ years Service code 10 438 OLD NEWPORT BLVD · NEWPORT BEACH, CA 92663 | Accounting | $6,750 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $2,770 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,557 | $85,766+3.3% | $136,294-35.0% | $70,131+26.3% |
| Participation rate | 98.7% | 74.2%+24.5pp | 81.9%+16.8pp | 69.5%+29.2pp |
| Annual return | 14.70% | 31.45%-16.8pp | 5155.94%-5141.2pp | 73.14%-58.4pp |
| Employer contribution / active EE | $2,306 | $2,966-22.2% | $4,695-50.9% | $2,342-1.5% |
| Participant deferral / active EE | $3,071 | $5,051-39.2% | $6,247-50.8% | $3,332-7.8% |
| Admin fee / account holder | $199 | $5,420-96.3% | $9,243-97.8% | $4,645-95.7% |