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.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1035000 TWO INTERNATIONAL PLACE · BOSTON, MA 02110 | Advisory (Plan) | $14,250 |
TIAA2 years Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NC 10017 | Recordkeeping Fees | $13,205 |
TONNESON & COMPANY, PC2 years Service code 10 · EIN 04-2943536 401 EDGEWATER PLACE, SUITE 300 · WAKEFILED, MA 018806208 | Accounting | $8,750 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,023 | $60,124+166.2% | $90,404+77.0% | $79,858+100.4% |
| Participation rate | 98.8% | 65.0%+33.8pp | 72.7%+26.1pp | 69.6%+29.1pp |
| Annual return | 16.07% | 71.94%-55.9pp | 1293.02%-1276.9pp | 31.71%-15.6pp |
| Employer contribution / active EE | $6,596 | $2,068+219.0% | $3,262+102.2% | $2,471+167.0% |
| Participant deferral / active EE | $5,371 | $2,938+82.8% | $3,963+35.5% | $3,740+43.6% |
| Admin fee / account holder | $214 | $3,976-94.6% | $5,611-96.2% | $5,306-96.0% |