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.8+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $19,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $16,484 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,371 | $59,107+24.1% | $86,436-15.1% | $68,494+7.1% |
| Participation rate | 89.1% | 75.2%+13.8pp | 80.3%+8.8pp | 67.9%+21.2pp |
| Annual return | -17.92% | -0.23%-17.7pp | 4394.89%-4412.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $10,585 | $5,901+79.4% | $6,952+52.3% | $4,027+162.8% |
| Admin fee / account holder | $267 | $5,637-95.3% | $6,731-96.0% | $5,403-95.1% |