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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $186,382 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $61,027 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 52-2252204 | Advisory (Plan) | $55,000 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 8515 E ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Securities brokerage; Other investmen... | $209 |
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 | $119,642 | $110,699+8.1% | $177,821-32.7% | $90,288+32.5% |
| Participation rate | 98.9% | 88.3%+10.5pp | 87.7%+11.2pp | 73.4%+25.5pp |
| Annual return | 17.00% | 22.79%-5.8pp | 48.32%-31.3pp | 53.97%-37.0pp |
| Employer contribution / active EE | $4,952 | $4,118+20.2% | $5,918-16.3% | $2,524+96.2% |
| Participant deferral / active EE | $8,899 | $6,731+32.2% | $7,714+15.4% | $4,232+110.3% |
| Admin fee / account holder | $154 | $90+71.5% | $12,427-98.8% | $114+35.4% |