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.3+ years Filed as: WELLS FARGO Service code 27 13625 CALIFORNIA ST., 1ST FLOOR · OMAHA, NE 68154 | Advisory (Plan) | $68,268 |
CREATIVE BENEFIT STRATEGIES3+ years Filed as: CREATIVE BENEFIT STRATEGIES, INC. Service code 11 10155 BROADVIEW ROAD, SUITE 6 · BROADVIEW HEIGHTS, OH 44147 | Actuarial | $8,117 |
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 | $34,123-100.0% | $198,173-100.0% | $44,091-100.0% |
| Participation rate | 0.0% | 13.5%-13.5pp | 42.0%-42.0pp | 4.5%-4.5pp |
| Annual return | 10.62% | 10.93%-0.3pp | 10.16%+0.5pp | 13.95%-3.3pp |
| Employer contribution / active EE | $14,769 | $10,209+44.7% | $33,192-55.5% | $16,598-11.0% |
| Participant deferral / active EE | $0 | $442-100.0% | $66-100.0% | $511-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $7,531-100.0% | $612-100.0% |