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 CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $24,015 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $6,758 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,079 |
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 | $108,208 | $42,772+153.0% | $87,507+23.7% | $55,167+96.1% |
| Participation rate | 89.0% | 66.5%+22.6pp | 73.8%+15.2pp | 69.0%+20.1pp |
| Annual return | 5.82% | 21.20%-15.4pp | 12.21%-6.4pp | 169.23%-163.4pp |
| Employer contribution / active EE | $4,110 | $1,277+221.9% | $2,550+61.2% | $1,963+109.4% |
| Participant deferral / active EE | $3,065 | $2,342+30.9% | $3,149-2.7% | $3,054+0.4% |
| Admin fee / account holder | $21 | $461-95.5% | $4,221-99.5% | $504-95.9% |