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.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $41,255 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $11,053 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,025 | $107,378-14.3% | $108,579-15.2% | $57,658+59.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 79.6%+20.4pp | 70.2%+29.8pp |
| Annual return | 5.83% | 12.80%-7.0pp | -51.70%+57.5pp | 5.13%+0.7pp |
| Employer contribution / active EE | $1,072 | $1,782-39.8% | $3,758-71.5% | $1,974-45.7% |
| Participant deferral / active EE | $5,359 | $3,221+66.4% | $4,311+24.3% | $3,061+75.1% |
| Admin fee / account holder | $162 | $108+48.9% | $7,645-97.9% | $95+70.9% |