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 7-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 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 36-4019175 | Advisory (Plan) | $17,022 |
PAISNER LITVIN LLP1 year Service code 29 · EIN 73-1698716 | Legal | $12,469 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,831 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$18,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,533 | $61,473+6.6% | $81,930-20.0% | $73,409-10.7% |
| Participation rate | 54.6% | 72.4%-17.8pp | 72.0%-17.4pp | 72.2%-17.6pp |
| Annual return | 17.00% | 28.26%-11.3pp | 29.49%-12.5pp | 59.29%-42.3pp |
| Employer contribution / active EE | $105 | $1,898-94.5% | $4,310-97.6% | $2,234-95.3% |
| Participant deferral / active EE | $1,073 | $3,080-65.2% | $7,107-84.9% | $3,805-71.8% |
| Admin fee / account holder | $44 | $125-65.2% | $5,158-99.2% | $158-72.4% |