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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $24,554 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $21,008 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,137 | $46,292-63.0% | $143,757-88.1% | $64,808-73.6% |
| Participation rate | 86.7% | 64.2%+22.5pp | 80.3%+6.4pp | 71.5%+15.3pp |
| Annual return | -15.05% | -10.05%-5.0pp | -0.04%-15.0pp | 32.82%-47.9pp |
| Employer contribution / active EE | $1,301 | $1,910-31.9% | $4,951-73.7% | $2,506-48.1% |
| Participant deferral / active EE | $1,077 | $2,646-59.3% | $5,637-80.9% | $4,310-75.0% |
| Admin fee / account holder | $90 | $154-41.5% | $14,673-99.4% | $188-52.1% |