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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $140,020 |
Filed as: PRUDENTIAL INSURANCE CO. OF AMERICA Service code 14 · EIN 22-1211670 | Plan Administrator | $42,704 |
ERNST & YOUNG LLP4+ years Service code 10 · EIN 34-6565596 | Accounting | $34,799 |
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 | $90,187 | $62,267+44.8% | $110,238-18.2% | $55,725+61.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | -3.99% | -1.07%-2.9pp | 314.74%-318.7pp | 244.93%-248.9pp |
| Employer contribution / active EE | $4,328 | $1,941+122.9% | $3,826+13.1% | $2,078+108.2% |
| Participant deferral / active EE | $6,179 | $3,516+75.7% | $4,672+32.3% | $3,356+84.1% |
| Admin fee / account holder | $191 | $121+58.1% | $8,547-97.8% | $115+66.0% |