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 |
|---|---|---|
Service code 13 · EIN 48-0890241 | Contract Administrator | $25,158 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $17,918 |
Service code 10 · EIN 48-1246310 | Accounting | $7,775 |
AMERICAN FUNDS5+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,500 |
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 | $85,314 | $79,519+7.3% | $95,952-11.1% | $73,409+16.2% |
| Participation rate | 83.5% | 81.2%+2.3pp | 77.1%+6.4pp | 72.2%+11.3pp |
| Annual return | 18.14% | 19.20%-1.1pp | 91.61%-73.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $1,817 | $2,048-11.3% | $2,541-28.5% | $2,234-18.6% |
| Participant deferral / active EE | $3,288 | $4,138-20.6% | $4,167-21.1% | $3,805-13.6% |
| Admin fee / account holder | $129 | $184-29.9% | $6,795-98.1% | $158-18.1% |