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.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $43,507 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $13,356 |
GORDON ADVISORS, P.C.1 year Service code 49 · EIN 38-2656556 | Other Services | $10,800 |
Service code 15 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $104,649 | $71,666+46.0% | $117,854-11.2% | $69,631+50.3% |
| Participation rate | 69.3% | 77.5%-8.3pp | 79.7%-10.4pp | 70.7%-1.4pp |
| Annual return | 16.51% | 18.86%-2.3pp | 335.08%-318.6pp | 27571.02%-27554.5pp |
| Employer contribution / active EE | $801 | $1,889-57.6% | $3,786-78.8% | $2,032-60.6% |
| Participant deferral / active EE | $4,007 | $3,340+20.0% | $4,482-10.6% | $3,224+24.3% |
| Admin fee / account holder | $207 | $120+72.3% | $8,020-97.4% | $110+87.7% |