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.5+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $15,779 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,972 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,598 |
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 | $66,395 | $65,376+1.6% | $87,100-23.8% | $65,185+1.9% |
| Participation rate | 97.9% | 75.3%+22.5pp | 76.9%+21.0pp | 70.2%+27.7pp |
| Annual return | 17.73% | 31.27%-13.5pp | 28.19%-10.5pp | 29.38%-11.6pp |
| Employer contribution / active EE | $2,157 | $1,822+18.4% | $2,521-14.4% | $2,177-0.9% |
| Participant deferral / active EE | $3,547 | $3,388+4.7% | $4,049-12.4% | $3,514+0.9% |
| Admin fee / account holder | $57 | $520-89.1% | $7,497-99.2% | $847-93.3% |