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 Service code 15 · EIN 94-1347393 | Recordkeeping | $72,620 |
KESTRA INVESTMENT SERVICES LLC1+ years Filed as: KESTRA ADVISORS SERVICES, LLC Service code 25 · EIN 35-2552359 | Directed Trustee | $14,958 |
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 | $103,426 | $80,177+29.0% | $123,892-16.5% | $57,658+79.4% |
| Participation rate | 88.6% | 74.4%+14.1pp | 81.4%+7.1pp | 70.2%+18.3pp |
| Annual return | 8.43% | 17.90%-9.5pp | 47.52%-39.1pp | 5.13%+3.3pp |
| Employer contribution / active EE | $2,649 | $2,913-9.1% | $4,617-42.6% | $1,974+34.2% |
| Participant deferral / active EE | $6,539 | $5,130+27.5% | $5,984+9.3% | $3,061+113.7% |
| Admin fee / account holder | $199 | $106+86.8% | $8,357-97.6% | $95+110.1% |