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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Float revenue; Pa... | $43,031 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISOR LLC Service code 16 · EIN 34-1542819 | Consulting | $5,286 |
NATIONAL FINANCIAL SERVICES1+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $62,421 | $72,770-14.2% | $67,652-7.7% | $55,191+13.1% |
| Participation rate | 99.0% | 78.8%+20.2pp | 75.7%+23.3pp | 69.2%+29.8pp |
| Annual return | -0.27% | -3.26%+3.0pp | 6625.04%-6625.3pp | 10.78%-11.0pp |
| Employer contribution / active EE | $5,360 | $1,769+203.0% | $2,266+136.6% | $1,899+182.3% |
| Participant deferral / active EE | $5,143 | $3,408+50.9% | $3,560+44.5% | $3,046+68.8% |
| Admin fee / account holder | $155 | $79+97.1% | $4,821-96.8% | $91+71.1% |