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.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 27-0058684 | Advisory (Plan) | $28,640 |
GORDON ADVISORS, P.C.4 years Service code 10 · EIN 38-2656556 | Accounting | $11,400 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 10 · EIN 22-1211670 | Accounting | $11,011 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 27 · EIN 23-2384840 | Advisory (Plan) | $10,387 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,550 | $78,419+72.9% | $133,956+1.2% | $73,409+84.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 79.8%+20.2pp | 72.2%+27.8pp |
| Annual return | 15.01% | 33.35%-18.3pp | 45.09%-30.1pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,037 | $2,044-49.3% | $3,919-73.5% | $2,234-53.6% |
| Participant deferral / active EE | $5,568 | $3,925+41.9% | $5,048+10.3% | $3,805+46.3% |
| Admin fee / account holder | $186 | $161+15.3% | $8,927-97.9% | $158+17.8% |