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 ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $59,583 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $14,311 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,284 | $106,028+10.6% | $146,958-20.2% | $77,643+51.1% |
| Participation rate | 96.5% | 78.4%+18.2pp | 82.2%+14.4pp | 70.6%+26.0pp |
| Annual return | 14.32% | 56.73%-42.4pp | 418.34%-404.0pp | 31.24%-16.9pp |
| Employer contribution / active EE | $3,680 | $4,063-9.4% | $4,933-25.4% | $2,726+35.0% |
| Participant deferral / active EE | $8,845 | $7,990+10.7% | $8,070+9.6% | $4,647+90.3% |
| Admin fee / account holder | $178 | $337-47.2% | $12,998-98.6% | $430-58.6% |