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 LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $27,774 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS INC Service code 13 74 BATTERSON PARK ROAD · FARMINGTON, CT 06786 | Contract Administrator | $6,130 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,897 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $129,840 | $69,362+87.2% | $101,248+28.2% | $73,488+76.7% |
| Participation rate | 74.8% | 68.4%+6.4pp | 75.8%-1.1pp | 70.7%+4.1pp |
| Annual return | 14.66% | 18.46%-3.8pp | 46.47%-31.8pp | 28.51%-13.9pp |
| Employer contribution / active EE | $1,131 | $2,628-57.0% | $3,660-69.1% | $2,270-50.2% |
| Participant deferral / active EE | $6,944 | $3,300+110.4% | $4,370+58.9% | $3,740+85.7% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |