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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $11,603 |
PRINCIPAL LIFE INSURANCE COMPANY3+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $10,957 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $6,901 |
WILSHIRE ASSOCIATES INCORPORATED3+ years Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $109,439 | $63,299+72.9% | $91,001+20.3% | $62,292+75.7% |
| Participation rate | 99.1% | 73.3%+25.7pp | 75.6%+23.5pp | 69.5%+29.5pp |
| Annual return | 17.50% | 20.99%-3.5pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $4,268 | $1,807+136.2% | $2,456+73.8% | $2,042+109.0% |
| Participant deferral / active EE | $3,113 | $2,943+5.8% | $3,547-12.2% | $3,169-1.8% |
| Admin fee / account holder | $49 | $468-89.4% | $5,417-99.1% | $479-89.7% |