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 | $899,807 |
MERCER2 years Filed as: MERCER INVESTMENT MANAGEMENT Service code 51 · EIN 30-0282430 | Investment Mgmt Fees | $355,640 |
ROBERTS & HOLLAND5+ years Filed as: ROBERT & HOLLAND LLP Service code 17 · EIN 13-1833405 | Pension Consulting | $100,699 |
KPMG LLP5+ years Filed as: KPMG Service code 10 · EIN 13-5565207 | Accounting | $57,500 |
FINDLEY2 years Service code 15 · EIN 34-1213174 | Recordkeeping | $40,000 |
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 | $48,139 | $43,471+10.7% | $74,701-35.6% | $89,569-46.3% |
| Participation rate | 94.8% | 36.3%+58.5pp | 54.5%+40.4pp | 69.6%+25.2pp |
| Annual return | 20.72% | 24.97%-4.2pp | 752.92%-732.2pp | 34.56%-13.8pp |
| Employer contribution / active EE | $1,210 | $554+118.6% | $1,084+11.7% | $2,584-53.2% |
| Participant deferral / active EE | $2,912 | $1,177+147.5% | $1,964+48.3% | $4,220-31.0% |
| Admin fee / account holder | $74 | $74+0.8% | $3,333-97.8% | $72+3.9% |