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 THOMAS, LLC1 year Filed as: WELLS THOMAS LLC Service code 49 · EIN 06-0853286 | Other Services | $10,500 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,842 | $77,660+58.2% | $109,143+12.6% | $79,386+54.7% |
| Participation rate | 94.4% | 67.8%+26.6pp | 75.9%+18.6pp | 70.7%+23.7pp |
| Annual return | 10.34% | 23.44%-13.1pp | 25.75%-15.4pp | 116.85%-106.5pp |
| Employer contribution / active EE | $10,048 | $2,797+259.2% | $3,722+170.0% | $2,427+313.9% |
| Participant deferral / active EE | $3,932 | $3,518+11.8% | $4,653-15.5% | $4,046-2.8% |
| Admin fee / account holder | $154 | $732-79.0% | $6,752-97.7% | $626-75.4% |