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 |
|---|---|---|
WOLFF WIESE MAGANA LLC1+ years Service code 71 · EIN 45-2548834 1925 PALOMAR OAKS WAY STE 200 · CARLSBAD, CA 92008 | Brokerage Fees | $10,836 |
EDWARD JONES1+ years Filed as: EDWARD D. JONES & CO., L.P. Service code 63 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | 12b-1 Fees | $6,909 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 63 · EIN 34-1542819 1000 HART ROAD · BARRINGTON, IL 60010 | 12b-1 Fees | $3,239 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,341 | $39,458+63.1% | $60,547+6.3% | $55,191+16.6% |
| Participation rate | 100.0% | 59.6%+40.4pp | 68.0%+32.0pp | 69.2%+30.8pp |
| Annual return | 0.07% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $3,142 | $1,210+159.7% | $2,419+29.9% | $1,899+65.5% |
| Participant deferral / active EE | $1,741 | $2,140-18.7% | $3,328-47.7% | $3,046-42.9% |
| Admin fee / account holder | $51 | $95-46.1% | $4,536-98.9% | $91-43.5% |