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 ADVISORS, LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $12,068 |
Filed as: RAYMOND JAMES FINANCIAL Service code 26 · EIN 59-2937883 | Advisory (Participants) | $5,012 |
WALKER BENEFITS, LLC3+ years Service code 70 · EIN 32-0453512 | Consulting Fees | $4,738 |
Service code 15 · EIN 01-0233346 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $1,864 |
Service code 10 · EIN 55-0486667 | Accounting | $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 | $81,253 | $71,192+14.1% | $117,854-31.1% | $62,292+30.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.19% | 18.66%-1.5pp | 335.08%-317.9pp | 28.90%-11.7pp |
| Employer contribution / active EE | $5,761 | $1,934+197.9% | $3,786+52.2% | $2,042+182.1% |
| Participant deferral / active EE | $5,375 | $3,189+68.6% | $4,482+19.9% | $3,169+69.6% |
| Admin fee / account holder | $103 | $587-82.5% | $8,020-98.7% | $479-78.6% |