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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $23,149 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $13,244 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,344 | $99,957+60.4% | $149,696+7.1% | $73,488+118.2% |
| Participation rate | 72.1% | 75.7%-3.6pp | 82.5%-10.4pp | 70.7%+1.4pp |
| Annual return | 23.15% | 53.87%-30.7pp | 276.60%-253.5pp | 28.51%-5.4pp |
| Employer contribution / active EE | $0 | $3,191-100.0% | $4,644-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $10,978 | $6,073+80.8% | $6,842+60.5% | $3,740+193.6% |
| Admin fee / account holder | $293 | $551-46.7% | $9,309-96.8% | $513-42.8% |