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.2 years Filed as: WELLS FARGO ADVISORS. Service code 27 1 N. JEFFERSON AVE · ST. LOUIS, MO 63103 | Advisory (Plan) | $25,076 |
THE VANGUARD GROUP, INC.6+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $12,536 |
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 | $81,149 | $81,474-0.4% | $133,956-39.4% | $73,488+10.4% |
| Participation rate | 96.6% | 76.4%+20.3pp | 79.8%+16.8pp | 70.7%+25.9pp |
| Annual return | 20.60% | 19.40%+1.2pp | 45.09%-24.5pp | 28.51%-7.9pp |
| Employer contribution / active EE | $6,722 | $2,209+204.3% | $3,919+71.6% | $2,270+196.1% |
| Participant deferral / active EE | $9,122 | $3,786+140.9% | $5,048+80.7% | $3,740+143.9% |
| Admin fee / account holder | $194 | $713-72.8% | $8,927-97.8% | $513-62.2% |