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 Service code 15 · EIN 34-1542819 | Recordkeeping | $38,756 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO FUNDS TRUST Service code 15 · EIN 41-0449260 | Recordkeeping | $36,433 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $2,105 |
ADP BROKER-DEALER3+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $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 | $132,066 | $69,305+90.6% | $82,313+60.4% | $69,631+89.7% |
| Participation rate | 91.6% | 80.3%+11.4pp | 76.9%+14.7pp | 70.7%+21.0pp |
| Annual return | 19.59% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $2,647 | $1,887+40.3% | $2,428+9.0% | $2,032+30.3% |
| Participant deferral / active EE | $3,792 | $3,568+6.3% | $3,706+2.3% | $3,224+17.6% |
| Admin fee / account holder | $266 | $97+173.3% | $5,608-95.3% | $110+140.5% |