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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $21,022 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $8,750 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,019 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,091 | $65,390+54.6% | $169,368-40.3% | $71,457+41.5% |
| Participation rate | 72.9% | 67.0%+5.9pp | 77.1%-4.3pp | 67.9%+4.9pp |
| Annual return | 18.19% | 21.31%-3.1pp | 405.60%-387.4pp | 28.85%-10.7pp |
| Employer contribution / active EE | $4,440 | $2,079+113.6% | $4,013+10.7% | $2,588+71.6% |
| Participant deferral / active EE | $9,994 | $4,367+128.9% | $6,221+60.6% | $4,289+133.0% |
| Admin fee / account holder | $290 | $1,324-78.1% | $9,003-96.8% | $1,587-81.7% |