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 ADVISORS Service code 27 · EIN 48-1305000 MAYFLOWER ADVISORS LLC · BOSTON, MA 02110 | Advisory (Plan) | $19,621 |
TIAA1 year Service code 64 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017 | Recordkeeping Fees | $6,111 |
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 | $123,476 | $60,795+103.1% | $69,455+77.8% | $65,185+89.4% |
| Participation rate | 95.6% | 74.9%+20.8pp | 74.6%+21.0pp | 70.2%+25.4pp |
| Annual return | 17.17% | 17.46%-0.3pp | 28.97%-11.8pp | 29.38%-12.2pp |
| Employer contribution / active EE | $3,314 | $2,452+35.1% | $2,779+19.2% | $2,177+52.2% |
| Participant deferral / active EE | $4,601 | $3,162+45.5% | $3,535+30.1% | $3,514+30.9% |
| Admin fee / account holder | $137 | $314-56.3% | $3,839-96.4% | $847-83.8% |