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 | $25,857 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $22,528 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,190 | $47,126-59.3% | $149,673-87.2% | $74,419-74.2% |
| Participation rate | 85.8% | 63.4%+22.4pp | 78.8%+7.1pp | 70.7%+15.1pp |
| Annual return | 14.49% | 22.75%-8.3pp | 134.42%-119.9pp | 34.38%-19.9pp |
| Employer contribution / active EE | $1,084 | $1,905-43.1% | $4,818-77.5% | $2,637-58.9% |
| Participant deferral / active EE | $1,191 | $2,728-56.3% | $5,680-79.0% | $4,528-73.7% |
| Admin fee / account holder | $93 | $343-72.8% | $13,210-99.3% | $348-73.2% |