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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $40,935 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$9,325 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,056 | $79,171+16.3% | $102,423-10.1% | $74,495+23.6% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 14.97% | 54.93%-40.0pp | 29.32%-14.3pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,149 | $2,362-9.0% | $3,023-28.9% | $2,623-18.1% |
| Participant deferral / active EE | $4,509 | $4,415+2.1% | $5,053-10.8% | $4,346+3.8% |
| Admin fee / account holder | -$36 | $2,001-101.8% | $9,451-100.4% | $1,942-101.9% |