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 |
|---|---|---|
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 27 · EIN 59-1237041 | Advisory (Plan) | $14,118 |
Service code 49 · EIN 04-1590850 | Other Services | $240 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
Service code 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
JANUS HENDERSON2 years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,458 | $83,477+9.6% | $125,175-26.9% | $72,985+25.3% |
| Participation rate | 54.9% | 73.3%-18.4pp | 79.8%-24.8pp | 69.5%-14.5pp |
| Annual return | 23.00% | 25.78%-2.8pp | 43.79%-20.8pp | 81.00%-58.0pp |
| Employer contribution / active EE | $812 | $2,345-65.4% | $3,865-79.0% | $2,440-66.7% |
| Participant deferral / active EE | $2,387 | $3,585-33.4% | $4,937-51.7% | $3,607-33.8% |
| Admin fee / account holder | $193 | $5,517-96.5% | $9,702-98.0% | $5,124-96.2% |