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 9-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 Service code 27 13625 CALIFORNIA ST., 1ST FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $64,008 |
CREATIVE BENEFIT STRATEGIES2+ years Filed as: CREATIVE BENEFIT STRATEGIES, INC. Service code 11 10155 BROADVIEW ROAD, SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Actuarial | $17,809 |
See 1 actuary disclosure. $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.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $28,491-100.0% | $219,466-100.0% | $49,677-100.0% |
| Participation rate | 0.0% | 13.4%-13.4pp | 44.6%-44.6pp | 3.6%-3.6pp |
| Annual return | 6.46% | 45.66%-39.2pp | 5.00%+1.5pp | 11.88%-5.4pp |
| Employer contribution / active EE | $16,624 | $9,637+72.5% | $35,918-53.7% | $14,612+13.8% |
| Participant deferral / active EE | $0 | $235-100.0% | $75-100.0% | $518-100.0% |
| Admin fee / account holder | $0 | $118-100.0% | $13,204-100.0% | $637-100.0% |