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.8+ years Filed as: WELLS FARGO INVESTMENTS, LLC Service code 16 1 NORTH JEFFERSON · SAINT LOUIS, MO 63103 | Consulting | $58,743 |
AMERICAN REALTY ADVISORS3 years Filed as: AMERICAN TRUST COMPANY Service code 15 · EIN 62-0951563 | Recordkeeping | $12,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,098 | $46,292+25.5% | $143,757-59.6% | $64,808-10.4% |
| Participation rate | 100.0% | 64.2%+35.8pp | 80.3%+19.7pp | 71.5%+28.5pp |
| Annual return | -21.55% | -10.05%-11.5pp | -0.04%-21.5pp | 32.82%-54.4pp |
| Employer contribution / active EE | $1,798 | $1,910-5.9% | $4,951-63.7% | $2,506-28.3% |
| Participant deferral / active EE | $2,231 | $2,646-15.7% | $5,637-60.4% | $4,310-48.2% |
| Admin fee / account holder | $197 | $154+28.4% | $14,673-98.7% | $188+5.1% |