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 9-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,569 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS INS AGENCY Service code 49 · EIN 54-0910269 | Other Services | $21,517 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,039 | $101,317-55.5% | $146,958-69.4% | $74,495-39.5% |
| Participation rate | 82.0% | 75.5%+6.5pp | 82.2%-0.1pp | 67.2%+14.8pp |
| Annual return | 24.06% | 8730.91%-8706.8pp | 418.34%-394.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $2,234 | $3,810-41.4% | $4,933-54.7% | $2,623-14.8% |
| Participant deferral / active EE | $4,785 | $7,303-34.5% | $8,070-40.7% | $4,346+10.1% |
| Admin fee / account holder | $300 | $1,739-82.8% | $12,998-97.7% | $1,942-84.6% |