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 |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,107 |
Service code 16 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Consulting | $840 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 33-0112654 401 S TRYON STREET · CHARLOTTE, NC 28288 | Advisory (Participants) | $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 | $122,062 | $80,753+51.2% | $136,294-10.4% | $62,292+96.0% |
| Participation rate | 77.2% | 73.5%+3.6pp | 81.9%-4.8pp | 69.5%+7.7pp |
| Annual return | 20.02% | 35.83%-15.8pp | 5155.94%-5135.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $0 | $2,884-100.0% | $4,695-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $10,272 | $5,164+98.9% | $6,247+64.4% | $3,169+224.1% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |