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 |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,150 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 55 · EIN 34-1542819 | Other Commissions | $2,188 |
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 | $61,998 | $56,629+9.5% | $77,999-20.5% | $55,167+12.4% |
| Participation rate | 72.3% | 73.3%-1.0pp | 75.5%-3.2pp | 69.0%+3.3pp |
| Annual return | 10.36% | 2866.98%-2856.6pp | 425.96%-415.6pp | 169.23%-158.9pp |
| Employer contribution / active EE | $530 | $1,723-69.2% | $2,470-78.5% | $1,963-73.0% |
| Participant deferral / active EE | $2,907 | $2,777+4.7% | $3,497-16.9% | $3,054-4.8% |
| Admin fee / account holder | $17 | $467-96.3% | $5,480-99.7% | $504-96.6% |