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 6-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $12,710 |
Filed as: INTELLICENTS INVESTMENT SOLUTIONS Service code 27 · EIN 41-1812533 | Advisory (Plan) | $7,606 |
Participant 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 | $39,233 | $73,638-46.7% | $95,952-59.1% | $73,488-46.6% |
| Participation rate | 77.7% | 76.2%+1.6pp | 77.1%+0.7pp | 70.7%+7.1pp |
| Annual return | 14.35% | 16.78%-2.4pp | 91.61%-77.3pp | 28.51%-14.2pp |
| Employer contribution / active EE | $3,721 | $1,863+99.7% | $2,541+46.4% | $2,270+63.9% |
| Participant deferral / active EE | $1,227 | $3,617-66.1% | $4,167-70.5% | $3,740-67.2% |
| Admin fee / account holder | $81 | $482-83.1% | $6,795-98.8% | $513-84.2% |