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 Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $52,080 |
Service code 15 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Recordkeeping | $16,522 |
JWT & ASSOCIATES, LLP1+ years Service code 10 · EIN 47-2718509 | Accounting | $9,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,439 | $36,916-69.0% | $156,549-92.7% | $57,658-80.2% |
| Participation rate | 98.7% | 63.4%+35.3pp | 84.0%+14.7pp | 70.2%+28.5pp |
| Annual return | 6.62% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $2,322 | $1,571+47.9% | $5,501-57.8% | $1,974+17.7% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $134 | $82+63.0% | $13,027-99.0% | $95+42.2% |