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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $68,394 |
HBLA4 years Service code 10 · EIN 33-0155525 | Accounting | $11,575 |
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 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 | $28,228 | $73,404-61.5% | $87,100-67.6% | $67,579-58.2% |
| Participation rate | 90.1% | 80.9%+9.2pp | 76.9%+13.2pp | 71.3%+18.8pp |
| Annual return | 16.71% | 48.29%-31.6pp | 28.19%-11.5pp | 378.56%-361.8pp |
| Employer contribution / active EE | $0 | $2,014-100.0% | $2,521-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,104 | $3,913-46.2% | $4,049-48.0% | $3,539-40.5% |
| Admin fee / account holder | $183 | $142+29.3% | $7,497-97.6% | $142+28.7% |