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.5+ years Filed as: WELLS FARGO INVESTMENTS, LLC Service code 16 1 NORTH JEFFERSON · SAINT LOUIS, MO 63103 | Consulting | $48,324 |
AMERICAN REALTY ADVISORS1 year Filed as: AMERICAN TRUST RETIREMENT Service code 15 · EIN 83-3455979 855 MAIN STREET · DUBUQUE, IA 52001 | Recordkeeping | $12,814 |
FIRST MERCANTILE TRUST COMPANY5+ years Filed as: FIRST MERCANTILE TRUST Service code 12 · EIN 62-0951563 | Contract Administrator; Direct paymen... | $12,058 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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 | $69,951 | $282,106-75.2% | $172,739-59.5% | - |
| Participation rate | 90.0% | 64.8%+25.1pp | 82.6%+7.3pp | - |
| Annual return | 23.04% | 12.00%+11.0pp | 802.84%-779.8pp | - |
| Employer contribution / active EE | $1,711 | $1,776-3.7% | $5,143-66.7% | - |
| Participant deferral / active EE | $1,946 | $2,424-19.7% | $5,198-62.6% | - |
| Admin fee / account holder | $207 | $24,081-99.1% | $13,954-98.5% | - |