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 Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $63,756 |
Service code 15 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Recordkeeping | $29,258 |
JWT & ASSOCIATES, LLP2+ years Service code 10 · EIN 47-2718509 | Accounting | $9,250 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $13,314 | $46,173-71.2% | $170,442-92.2% | $69,631-80.9% |
| Participation rate | 98.2% | 63.9%+34.3pp | 83.6%+14.6pp | 70.7%+27.5pp |
| Annual return | 11.17% | 21.62%-10.5pp | 205.93%-194.8pp | 27571.02%-27559.9pp |
| Employer contribution / active EE | $3,160 | $1,610+96.3% | $5,433-41.8% | $2,032+55.5% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $164 | $116+41.5% | $13,880-98.8% | $110+48.5% |