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 13 · EIN 42-0127290 | Contract Administrator | $178,811 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $68,692 |
Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $447 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,131 | $128,899-24.6% | $113,168-14.2% | $102,872-5.6% |
| Participation rate | 99.4% | 87.0%+12.4pp | 76.6%+22.8pp | 73.0%+26.4pp |
| Annual return | 14.27% | 15.88%-1.6pp | 24.27%-10.0pp | 19.06%-4.8pp |
| Employer contribution / active EE | $3,471 | $3,713-6.5% | $2,975+16.7% | $3,526-1.6% |
| Participant deferral / active EE | $8,753 | $6,787+29.0% | $5,107+71.4% | $5,535+58.1% |
| Admin fee / account holder | $118 | $129-9.0% | $12,068-99.0% | $292-59.7% |