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.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $59,885 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $10,114 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,538 | $65,435+137.7% | $86,677+79.4% | $66,914+132.4% |
| Participation rate | 94.5% | 75.5%+19.0pp | 76.6%+17.9pp | 69.8%+24.7pp |
| Annual return | -15.68% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $5,211 | $2,153+142.0% | $2,836+83.7% | $2,544+104.8% |
| Participant deferral / active EE | $2,785 | $4,100-32.1% | $4,656-40.2% | $4,237-34.3% |
| Admin fee / account holder | $6 | $642-99.1% | $7,493-99.9% | $593-99.1% |