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.4+ years Filed as: WELLS FARGO BANK,.N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $59,979 |
THE CENTURION GROUP, LLC4+ years Filed as: CENTURION GROUP, LLC Service code 27 · EIN 20-8394397 | Advisory (Plan) | $25,000 |
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 | $86,750 | $80,005+8.4% | $140,016-38.0% | $55,725+55.7% |
| Participation rate | 98.6% | 87.0%+11.6pp | 87.5%+11.1pp | 70.9%+27.7pp |
| Annual return | -5.91% | 0.46%-6.4pp | 651.12%-657.0pp | 244.93%-250.8pp |
| Employer contribution / active EE | $4,132 | $3,403+21.4% | $5,606-26.3% | $2,078+98.8% |
| Participant deferral / active EE | $8,536 | $5,264+62.2% | $6,927+23.2% | $3,356+154.4% |
| Admin fee / account holder | $235 | $116+102.9% | $10,705-97.8% | $115+103.8% |