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.5+ years Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $113,159 |
MMA SECURITIES LLC5+ years Filed as: MMC SECURITIES CORP Service code 27 · EIN 06-1685865 | Advisory (Plan) | $45,000 |
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 | $66,623 | $88,122-24.4% | $141,162-52.8% | $67,579-1.4% |
| Participation rate | 85.7% | 76.5%+9.2pp | 82.5%+3.2pp | 71.3%+14.4pp |
| Annual return | 23.41% | 75.40%-52.0pp | 71.39%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2,383 | $3,224-26.1% | $4,735-49.7% | $2,148+11.0% |
| Participant deferral / active EE | $8,152 | $5,958+36.8% | $6,709+21.5% | $3,539+130.3% |
| Admin fee / account holder | $140 | $131+6.9% | $10,261-98.6% | $142-1.7% |