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 year Service code 18 · EIN 94-1347393 | Custodial (other than securities); Tr... | $11,357 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $592 |
Annual investment return 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 | $78,264 | $80,753-3.1% | $136,294-42.6% | $62,292+25.6% |
| Participation rate | 84.8% | 73.5%+11.3pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 14.40% | 35.83%-21.4pp | 5155.94%-5141.5pp | 28.90%-14.5pp |
| Employer contribution / active EE | $1,143 | $2,884-60.4% | $4,695-75.7% | $2,042-44.0% |
| Participant deferral / active EE | $4,083 | $5,164-20.9% | $6,247-34.6% | $3,169+28.8% |
| Admin fee / account holder | $285 | $525-45.7% | $9,243-96.9% | $479-40.5% |