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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $164,893 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $36,000 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,489 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 33-0087345 | Accounting | $10,600 |
PRIAC1 year Service code 10 · EIN 06-1050034 | Accounting | $6,005 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,654 | $144,996-42.3% | $111,297-24.8% | $93,030-10.1% |
| Participation rate | 99.6% | 86.2%+13.5pp | 77.3%+22.3pp | 73.9%+25.7pp |
| Annual return | 16.46% | 18.26%-1.8pp | 54.65%-38.2pp | 158.70%-142.2pp |
| Employer contribution / active EE | $2,932 | $3,056-4.1% | $2,731+7.3% | $2,706+8.4% |
| Participant deferral / active EE | $7,416 | $5,587+32.7% | $4,487+65.3% | $4,562+62.6% |
| Admin fee / account holder | $162 | $103+56.8% | $7,964-98.0% | $152+7.0% |