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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $24,106 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $18,842 |
PRINCIPAL LIFE INSURANCE COMPANY6+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $3,178 |
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 | $132,541 | $81,474+62.7% | $133,956-1.1% | $73,488+80.4% |
| Participation rate | 74.6% | 76.4%-1.8pp | 79.8%-5.3pp | 70.7%+3.9pp |
| Annual return | 18.45% | 19.40%-1.0pp | 45.09%-26.6pp | 28.51%-10.1pp |
| Employer contribution / active EE | $1,345 | $2,209-39.1% | $3,919-65.7% | $2,270-40.7% |
| Participant deferral / active EE | $5,597 | $3,786+47.8% | $5,048+10.9% | $3,740+49.7% |
| Admin fee / account holder | $20 | $713-97.2% | $8,927-99.8% | $513-96.2% |