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 48-1305000 MAYFLOWER ADVISORS LLC · BOSTON, MA 02110 | Advisory (Plan) | $19,950 |
Filed as: TEACHERS INSURANCE AND ANNUITY ASSO Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $64 |
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 | $106,346 | $55,002+93.3% | $59,878+77.6% | $56,287+88.9% |
| Participation rate | 97.8% | 75.9%+21.9pp | 74.7%+23.1pp | 69.9%+27.9pp |
| Annual return | -2.69% | 1.13%-3.8pp | 3.46%-6.2pp | -9.96%+7.3pp |
| Employer contribution / active EE | $3,263 | $2,448+33.3% | $2,722+19.9% | $2,111+54.6% |
| Participant deferral / active EE | $4,666 | $3,121+49.5% | $3,402+37.1% | $3,350+39.3% |
| Admin fee / account holder | $89 | $236-62.3% | $3,590-97.5% | $521-82.9% |