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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $27,762 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $21,817 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS LLC Service code 49 · EIN 41-1416330 | Other Services | $7,304 |
PRINCIPAL LIFE INSURANCE COMPANY8+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $2,971 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,013 | $86,655+48.9% | $119,609+7.9% | $66,914+92.8% |
| Participation rate | 70.9% | 75.6%-4.7pp | 79.3%-8.4pp | 69.8%+1.1pp |
| Annual return | -17.71% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,377 | $2,536-45.7% | $4,232-67.5% | $2,544-45.9% |
| Participant deferral / active EE | $5,849 | $4,358+34.2% | $5,602+4.4% | $4,237+38.0% |
| Admin fee / account holder | $19 | $755-97.5% | $10,323-99.8% | $593-96.9% |