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.4+ years Filed as: WELLS FARGO Service code 21 · EIN 23-2384840 | Bank Trustee | $78,089 |
Service code 15 · EIN 68-0369583 100 STONY POINT ROAD, SUITE 216 · SANTA ROSA, CA 95401 | Recordkeeping | $18,453 |
JWT & ASSOCIATES, LLP3+ years Service code 10 · EIN 47-2718509 | Accounting | $9,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,266 | $37,196-61.6% | $154,107-90.7% | $55,725-74.4% |
| Participation rate | 97.9% | 64.1%+33.8pp | 83.0%+14.9pp | 70.9%+27.1pp |
| Annual return | -4.59% | 1319.68%-1324.3pp | 735.12%-739.7pp | 244.93%-249.5pp |
| Employer contribution / active EE | $3,113 | $1,614+92.9% | $5,298-41.2% | $2,078+49.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $172 | $102+69.1% | $13,411-98.7% | $115+49.1% |