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 ADVISORS Service code 16 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Consulting | $13,291 |
T ROWE PRICE RPS INC2+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $11,920 |
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 | $91,572 | $74,024+23.7% | $77,999+17.4% | $57,658+58.8% |
| Participation rate | 85.5% | 79.7%+5.8pp | 75.5%+10.0pp | 70.2%+15.3pp |
| Annual return | 7.37% | 12.14%-4.8pp | 425.96%-418.6pp | 5.13%+2.2pp |
| Employer contribution / active EE | $3,121 | $2,365+31.9% | $2,470+26.3% | $1,974+58.1% |
| Participant deferral / active EE | $3,039 | $3,533-14.0% | $3,497-13.1% | $3,061-0.7% |
| Admin fee / account holder | $31 | $93-66.3% | $5,480-99.4% | $95-66.8% |