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.6+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 55 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Other Commissions | $16,408 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,947 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,516 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,687 | $73,638-6.7% | $95,952-28.4% | $73,488-6.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 12.23% | 16.78%-4.6pp | 91.61%-79.4pp | 28.51%-16.3pp |
| Employer contribution / active EE | $2,301 | $1,863+23.5% | $2,541-9.4% | $2,270+1.4% |
| Participant deferral / active EE | $3,631 | $3,617+0.4% | $4,167-12.9% | $3,740-2.9% |
| Admin fee / account holder | $58 | $482-88.0% | $6,795-99.1% | $513-88.7% |