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.9+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $19,997 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,476 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,462 | $68,346+17.7% | $94,646-15.0% | $75,163+7.0% |
| Participation rate | 91.9% | 76.1%+15.8pp | 80.8%+11.1pp | 67.2%+24.7pp |
| Annual return | 16.26% | 616.93%-600.7pp | 156.71%-140.4pp | 160.62%-144.4pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,672-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $9,822 | $6,537+50.2% | $7,418+32.4% | $4,125+138.1% |
| Admin fee / account holder | $287 | $5,326-94.6% | $7,231-96.0% | $5,651-94.9% |