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.7+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $22,022 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $17,334 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,426 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,023 | $84,936-14.0% | $111,297-34.4% | $79,386-8.0% |
| Participation rate | 99.3% | 75.9%+23.4pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 11.44% | 17.45%-6.0pp | 54.65%-43.2pp | 116.85%-105.4pp |
| Employer contribution / active EE | $2,333 | $1,979+17.9% | $2,731-14.6% | $2,427-3.9% |
| Participant deferral / active EE | $4,175 | $3,888+7.4% | $4,487-7.0% | $4,046+3.2% |
| Admin fee / account holder | $210 | $537-61.0% | $7,964-97.4% | $626-66.6% |