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 ADVISORS Service code 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $37,613 |
OLYMPUS HOLDINGS, LLC5+ years Service code 99 · EIN 20-2628892 67 PARK PLACE E, 4TH FLOOR · MORRISTOWN, NJ 07960 | Other Fees | $32,860 |
MORNINGSTAR5+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $23,814 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $106,125 | $89,652+18.4% | $141,162-24.8% | $65,185+62.8% |
| Participation rate | 94.0% | 74.7%+19.3pp | 82.5%+11.5pp | 70.2%+23.8pp |
| Annual return | 19.90% | 32.79%-12.9pp | 71.39%-51.5pp | 29.38%-9.5pp |
| Employer contribution / active EE | $4,387 | $3,065+43.1% | $4,735-7.4% | $2,177+101.5% |
| Participant deferral / active EE | $7,905 | $5,691+38.9% | $6,709+17.8% | $3,514+125.0% |
| Admin fee / account holder | $242 | $569-57.4% | $10,261-97.6% | $847-71.4% |