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 | $761,389 |
ROBERTS & HOLLAND2+ years Filed as: ROBERT & HOLLAND LLP Service code 17 · EIN 13-1833405 | Pension Consulting | $97,740 |
AON CONSULTING2+ years Filed as: AON HEWITT Service code 20 · EIN 36-3109431 | Direct payment from the plan; Trustee... | $89,385 |
KPMG LLP2+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $53,000 |
BPS&M2+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $50,000 |
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 | $37,922 | $35,463+6.9% | $69,182-45.2% | $329,111-88.5% |
| Participation rate | 92.8% | 34.6%+58.2pp | 55.1%+37.7pp | 67.9%+24.9pp |
| Annual return | 7.90% | 7.72%+0.2pp | -21.93%+29.8pp | 16.35%-8.5pp |
| Employer contribution / active EE | $1,169 | $449+160.3% | $1,206-3.1% | $2,303-49.2% |
| Participant deferral / active EE | $2,457 | $1,018+141.5% | $1,897+29.5% | $3,682-33.3% |
| Admin fee / account holder | $46 | $64-29.0% | $2,697-98.3% | $754-93.9% |