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 3-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.3+ years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $8,937 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,952 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $33,238 | $48,750-31.8% | $88,946-62.6% | $74,304-55.3% |
| Participation rate | 48.8% | 44.5%+4.3pp | 68.8%-20.1pp | 60.3%-11.6pp |
| Annual return | 21.76% | 25.91%-4.1pp | 57.82%-36.1pp | 29.43%-7.7pp |
| Employer contribution / active EE | $356 | $1,255-71.6% | $2,555-86.1% | $2,241-84.1% |
| Participant deferral / active EE | $3,167 | $2,423+30.7% | $4,581-30.9% | $3,767-15.9% |
| Admin fee / account holder | $88 | $3,756-97.7% | $8,261-98.9% | $2,969-97.0% |