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.7 years Filed as: WELLS FARGO ADVISORS FINANCIAL LLC Service code 27 875 DAKOTA AVENUE S · HURON, SD 573502772 | Advisory (Plan) | $55,308 |
CPI QUALIFIED PLAN CONSULTANTS, INC10+ years Service code 15 · EIN 48-1205033 | Recordkeeping | $6,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,861 | $55,415+9.8% | $155,509-60.9% | $74,495-18.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.11% | 268.50%-254.4pp | 64.67%-50.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $2,652 | $2,267+17.0% | $4,672-43.2% | $2,623+1.1% |
| Participant deferral / active EE | $3,224 | $2,836+13.7% | $5,626-42.7% | $4,346-25.8% |
| Admin fee / account holder | $243 | $1,738-86.0% | $15,912-98.5% | $1,942-87.5% |