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.1+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $26,766 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS LLC Service code 49 · EIN 34-1542819 | Other Services | $17,452 |
PRINCIPAL LIFE INSURANCE COMPANY1+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $16,875 |
WILSHIRE ASSOCIATES INCORPORATED1+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $55,108 | $48,277+14.2% | $63,517-13.2% | $55,191-0.2% |
| Participation rate | 89.2% | 69.4%+19.9pp | 71.0%+18.2pp | 69.2%+20.1pp |
| Annual return | 0.90% | 2.37%-1.5pp | -70.30%+71.2pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,583 | $1,592-0.5% | $2,322-31.8% | $1,899-16.6% |
| Participant deferral / active EE | $2,848 | $2,432+17.1% | $2,953-3.6% | $3,046-6.5% |
| Admin fee / account holder | $41 | $86-52.7% | $5,892-99.3% | $91-55.2% |