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 |
|---|---|---|
SECURITIES AMERICA INC1 year Service code 50 · EIN 11-2551174 | Direct Payment | $40,927 |
Filed as: MASSMUTUAL LIFE INSURANCE CO. Service code 15 · EIN 04-1590850 | Recordkeeping | $35,362 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC PCG Service code 50 · EIN 34-1542819 | Direct Payment | $12,565 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,735 | $78,419-50.6% | $133,956-71.1% | $73,409-47.2% |
| Participation rate | 72.4% | 78.6%-6.2pp | 79.8%-7.4pp | 72.2%+0.2pp |
| Annual return | 11.73% | 33.35%-21.6pp | 45.09%-33.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $759 | $2,044-62.8% | $3,919-80.6% | $2,234-66.0% |
| Participant deferral / active EE | $4,321 | $3,925+10.1% | $5,048-14.4% | $3,805+13.5% |
| Admin fee / account holder | $45 | $161-71.9% | $8,927-99.5% | $158-71.3% |