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 |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $74,462 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $48,941 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,472 | $96,484+9.3% | $156,263-32.5% | $74,304+41.9% |
| Participation rate | 96.7% | 67.7%+29.1pp | 78.9%+17.8pp | 60.3%+36.4pp |
| Annual return | 17.07% | 17.73%-0.7pp | 59.47%-42.4pp | 29.43%-12.4pp |
| Employer contribution / active EE | $2,773 | $2,528+9.7% | $4,333-36.0% | $2,241+23.7% |
| Participant deferral / active EE | $9,597 | $4,286+123.9% | $6,158+55.8% | $3,767+154.8% |
| Admin fee / account holder | $207 | $3,728-94.4% | $14,255-98.5% | $2,969-93.0% |