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 Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 | Insurance Broker | $15,305 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,640 |
DOWNEAST PENSION SERVICES, INC.3+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 15 · EIN 01-0472857 | Recordkeeping | $1,700 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
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 | $53,356 | $50,958+4.7% | $74,550-28.4% | $64,186-16.9% |
| Participation rate | 90.8% | 61.1%+29.7pp | 69.1%+21.7pp | 69.6%+21.2pp |
| Annual return | -4.66% | -1.86%-2.8pp | 32.53%-37.2pp | 7.63%-12.3pp |
| Employer contribution / active EE | $628 | $1,115-43.7% | $1,961-68.0% | $2,381-73.6% |
| Participant deferral / active EE | $2,799 | $2,301+21.6% | $3,108-9.9% | $3,470-19.3% |
| Admin fee / account holder | $94 | $4,223-97.8% | $5,060-98.1% | $4,888-98.1% |