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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,690 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US Service code 10 · EIN 30-1413443 | Accounting | $21,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,210 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $5,646 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,076 | $131,799-15.7% | $200,582-44.6% | $85,563+29.8% |
| Participation rate | 74.1% | 87.9%-13.8pp | 86.9%-12.7pp | 66.0%+8.2pp |
| Annual return | 18.59% | 21.59%-3.0pp | 42.33%-23.7pp | 31.51%-12.9pp |
| Employer contribution / active EE | $2,596 | $4,532-42.7% | $6,419-59.6% | $2,654-2.2% |
| Participant deferral / active EE | $8,036 | $7,702+4.3% | $9,331-13.9% | $4,375+83.7% |
| Admin fee / account holder | $228 | $235-3.0% | $16,305-98.6% | $834-72.7% |