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 CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $57,390 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $5,278 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $550 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,726 | $84,936+141.0% | $111,297+83.9% | $79,386+157.9% |
| Participation rate | 99.2% | 75.9%+23.3pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 14.37% | 17.45%-3.1pp | 54.65%-40.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $6,126 | $1,979+209.5% | $2,731+124.3% | $2,427+152.3% |
| Participant deferral / active EE | $3,020 | $3,888-22.3% | $4,487-32.7% | $4,046-25.4% |
| Admin fee / account holder | $5 | $537-99.0% | $7,964-99.9% | $626-99.1% |