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.4+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,108 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,347 |
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 | $48,989 | $66,302-26.1% | $110,238-55.6% | $56,287-13.0% |
| Participation rate | 99.3% | 74.9%+24.4pp | 79.8%+19.4pp | 69.9%+29.4pp |
| Annual return | -8.53% | -1.18%-7.4pp | 314.74%-323.3pp | -9.96%+1.4pp |
| Employer contribution / active EE | $6,703 | $2,047+227.4% | $3,826+75.2% | $2,111+217.5% |
| Participant deferral / active EE | $9,033 | $3,381+167.2% | $4,672+93.4% | $3,350+169.7% |
| Admin fee / account holder | $182 | $698-73.9% | $8,547-97.9% | $521-65.0% |