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.6 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $73,815 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $14,823 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,375 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,649 | $87,870+121.5% | $113,168+72.0% | $74,304+162.0% |
| Participation rate | 95.6% | 70.7%+24.8pp | 76.6%+19.0pp | 60.3%+35.2pp |
| Annual return | 13.48% | 26.44%-13.0pp | 24.27%-10.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $4,915 | $2,277+115.8% | $2,975+65.2% | $2,241+119.3% |
| Participant deferral / active EE | $3,674 | $4,241-13.4% | $5,107-28.1% | $3,767-2.5% |
| Admin fee / account holder | $14 | $3,368-99.6% | $12,068-99.9% | $2,969-99.5% |