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 |
|---|---|---|
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $23,129 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $20,000 |
KREISCHER MILLER1 year Service code 10 100 WITMER RD STE 350 · HORSHAM, PA 190442369 | Accounting | $13,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,157 | $104,475+38.9% | $159,436-9.0% | $79,386+82.8% |
| Participation rate | 91.9% | 76.6%+15.3pp | 82.8%+9.1pp | 70.7%+21.2pp |
| Annual return | 17.34% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $1,399 | $3,417-59.1% | $4,829-71.0% | $2,427-42.4% |
| Participant deferral / active EE | $8,962 | $6,467+38.6% | $7,352+21.9% | $4,046+121.5% |
| Admin fee / account holder | $174 | $711-75.6% | $10,799-98.4% | $626-72.3% |