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 27 401 S TRYON ST 11TH FL D1050 111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $24,302 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $90 |
Employer contribution per participant 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 | $55,405 | $43,423+27.6% | $78,689-29.6% | $55,167+0.4% |
| Participation rate | 80.1% | 68.0%+12.1pp | 73.6%+6.6pp | 69.0%+11.1pp |
| Annual return | 6.91% | 11.53%-4.6pp | 62.18%-55.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $182 | $1,997-90.9% | $2,851-93.6% | $1,963-90.7% |
| Participant deferral / active EE | $2,877 | $2,509+14.7% | $3,517-18.2% | $3,054-5.8% |
| Admin fee / account holder | $172 | $416-58.7% | $4,510-96.2% | $504-65.9% |