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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $78,816 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $11,716 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,144 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,182 | $88,890-9.8% | $102,423-21.7% | $77,643+3.3% |
| Participation rate | 94.2% | 80.9%+13.3pp | 76.5%+17.7pp | 70.6%+23.6pp |
| Annual return | 21.51% | 24.98%-3.5pp | 29.32%-7.8pp | 31.24%-9.7pp |
| Employer contribution / active EE | $2,866 | $2,698+6.3% | $3,023-5.2% | $2,726+5.2% |
| Participant deferral / active EE | $7,765 | $5,145+50.9% | $5,053+53.7% | $4,647+67.1% |
| Admin fee / account holder | $163 | $235-30.8% | $9,451-98.3% | $430-62.1% |