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 Service code 15 · EIN 94-1347393 | Recordkeeping | $873,667 |
ROBERTS & HOLLAND4+ years Filed as: ROBERT & HOLLAND LLP Service code 17 · EIN 13-1833405 | Pension Consulting | $250,412 |
MERCER1 year Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $63,729 |
KPMG LLP4+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $56,000 |
FINDLEY1 year Service code 15 · EIN 34-1213174 | Recordkeeping | $30,000 |
AON CONSULTING4+ years Filed as: AON HEWITT Service code 20 · EIN 36-3109431 | Trustee (individual); Direct payment ... | $23,881 |
BPS&M4+ years Service code 15 · EIN 62-0853448 | Recordkeeping | $10,000 |
Filed as: PENSION BENEFIT INFORMATION LLC Service code 15 · EIN 94-2856521 | Recordkeeping | $6,198 |
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 | $40,963 | $37,383+9.6% | $71,086-42.4% | $73,367-44.2% |
| Participation rate | 95.0% | 33.8%+61.1pp | 54.7%+40.3pp | 69.5%+25.5pp |
| Annual return | -5.25% | 0.47%-5.7pp | 650.59%-655.8pp | 173.45%-178.7pp |
| Employer contribution / active EE | $1,329 | $490+171.4% | $1,088+22.2% | $2,499-46.8% |
| Participant deferral / active EE | $2,866 | $1,117+156.5% | $1,874+52.9% | $4,033-28.9% |
| Admin fee / account holder | $73 | $75-2.3% | $3,082-97.6% | $68+6.6% |