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 |
|---|---|---|
Service code 27 130 SOUTH BEMISTON AVENUE · CLAYTON, MO 63105 | Advisory (Plan) | $10,356 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $8,861 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,348 |
Annual investment return 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 | $90,049 | $63,114+42.7% | $92,893-3.1% | $65,185+38.1% |
| Participation rate | 72.8% | 68.8%+4.0pp | 76.0%-3.2pp | 70.2%+2.6pp |
| Annual return | 1.56% | 28.75%-27.2pp | 109.41%-107.9pp | 29.38%-27.8pp |
| Employer contribution / active EE | $1,316 | $2,571-48.8% | $3,653-64.0% | $2,177-39.5% |
| Participant deferral / active EE | $4,673 | $3,108+50.4% | $4,236+10.3% | $3,514+33.0% |
| Admin fee / account holder | $208 | $624-66.6% | $5,794-96.4% | $847-75.4% |