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 ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,281 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,481 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $848 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,945 | $65,061-41.7% | $143,757-73.6% | $66,914-43.3% |
| Participation rate | 94.1% | 65.2%+28.9pp | 80.3%+13.8pp | 69.8%+24.3pp |
| Annual return | -16.90% | -11.14%-5.8pp | -0.04%-16.9pp | 1.58%-18.5pp |
| Employer contribution / active EE | $2,232 | $2,361-5.5% | $4,951-54.9% | $2,544-12.3% |
| Participant deferral / active EE | $2,635 | $2,919-9.7% | $5,637-53.3% | $4,237-37.8% |
| Admin fee / account holder | $107 | $502-78.7% | $14,673-99.3% | $593-82.0% |