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 |
|---|---|---|
TIAA5+ years Service code 18 · EIN 13-1624203 | Custodial (other than securities) | $11,613 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $6,475 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $65,120 | $65,322-0.3% | $70,449-7.6% | $73,488-11.4% |
| Participation rate | 99.0% | 77.0%+22.1pp | 75.1%+24.0pp | 70.7%+28.4pp |
| Annual return | 3.63% | 15.71%-12.1pp | 109.03%-105.4pp | 28.51%-24.9pp |
| Employer contribution / active EE | $3,204 | $2,460+30.3% | $2,737+17.1% | $2,270+41.1% |
| Participant deferral / active EE | $3,985 | $3,375+18.1% | $3,709+7.4% | $3,740+6.6% |
| Admin fee / account holder | $93 | $214-56.4% | $3,845-97.6% | $513-81.8% |