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, LLC3 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 06-0853286 469 WEST MAIN STREET · BRANFORD, CT 06405 | Other Services | $8,296 |
Filed as: VOYA RETIREMENT INSURANCE & ANN. C Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,611 | $76,670+65.1% | $96,683+31.0% | $71,457+77.2% |
| Participation rate | 94.7% | 66.6%+28.1pp | 74.3%+20.3pp | 67.9%+26.8pp |
| Annual return | 14.22% | 48.29%-34.1pp | 35.69%-21.5pp | 28.85%-14.6pp |
| Employer contribution / active EE | $14,509 | $3,031+378.6% | $3,737+288.3% | $2,588+460.7% |
| Participant deferral / active EE | $4,410 | $3,771+16.9% | $4,878-9.6% | $4,289+2.8% |
| Admin fee / account holder | $37 | $2,028-98.2% | $6,730-99.5% | $1,587-97.7% |