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 9-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.2+ years Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 | Advisory (Plan) | $17,607 |
CORPORATE RETIREMENT SERVICES2+ years Service code 15 · EIN 22-3507738 | Recordkeeping | $15,731 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,698 | $46,100-83.3% | $86,590-91.1% | $69,631-88.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 73.5%+26.5pp | 70.7%+29.3pp |
| Annual return | 10.85% | 21.02%-10.2pp | 964.84%-954.0pp | 27571.02%-27560.2pp |
| Employer contribution / active EE | $710 | $1,850-61.6% | $2,839-75.0% | $2,032-65.1% |
| Participant deferral / active EE | $0 | $2,432-100.0% | $3,609-100.0% | $3,224-100.0% |
| Admin fee / account holder | $123 | $94+31.6% | $4,906-97.5% | $110+11.8% |