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 15 · EIN 94-1347393 | Recordkeeping | $80,549 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 · EIN 22-3570392 | 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 | $122,781 | $111,608+10.0% | $177,821-31.0% | $73,409+67.3% |
| Participation rate | 97.2% | 87.9%+9.4pp | 87.7%+9.5pp | 72.2%+25.0pp |
| Annual return | 23.12% | 18.23%+4.9pp | 48.32%-25.2pp | 59.29%-36.2pp |
| Employer contribution / active EE | $3,947 | $3,796+4.0% | $5,918-33.3% | $2,234+76.7% |
| Participant deferral / active EE | $9,246 | $6,199+49.2% | $7,714+19.9% | $3,805+143.0% |
| Admin fee / account holder | $234 | $166+41.6% | $12,427-98.1% | $158+48.5% |