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 99 · EIN 34-1542819 10700 WHEAT FIRST DRIVE · GLEN ALLEN, VA 23060 | Other Fees | $36,246 |
MORNINGSTAR6+ years Service code 26 · EIN 36-3297908 2 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Participants) | $14,411 |
Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $123,025 | $99,957+23.1% | $149,696-17.8% | $73,488+67.4% |
| Participation rate | 96.0% | 75.7%+20.3pp | 82.5%+13.6pp | 70.7%+25.4pp |
| Annual return | 12.16% | 53.87%-41.7pp | 276.60%-264.4pp | 28.51%-16.4pp |
| Employer contribution / active EE | $3,777 | $3,191+18.4% | $4,644-18.7% | $2,270+66.4% |
| Participant deferral / active EE | $9,874 | $6,073+62.6% | $6,842+44.3% | $3,740+164.0% |
| Admin fee / account holder | $326 | $551-40.8% | $9,309-96.5% | $513-36.5% |