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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $19,789 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $14,863 |
PRINCIPAL LIFE INSURANCE COMPANY4+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,699 |
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 | $88,556 | $66,302+33.6% | $110,238-19.7% | $56,287+57.3% |
| Participation rate | 71.0% | 74.9%-3.9pp | 79.8%-8.9pp | 69.9%+1.1pp |
| Annual return | -5.56% | -1.18%-4.4pp | 314.74%-320.3pp | -9.96%+4.4pp |
| Employer contribution / active EE | $1,189 | $2,047-41.9% | $3,826-68.9% | $2,111-43.7% |
| Participant deferral / active EE | $4,511 | $3,381+33.4% | $4,672-3.5% | $3,350+34.7% |
| Admin fee / account holder | $18 | $698-97.5% | $8,547-99.8% | $521-96.6% |