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.10+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 48-1305000 | Advisory (Plan) | $330,204 |
DANIELLE HOYLE1 year Filed as: DANIELLE COGNETTA Service code 30 · EIN 51-0157873 | Employee (plan) | $69,600 |
MILLIMAN, INC.5 years Service code 11 · EIN 91-0675641 | Actuarial | $52,852 |
WEAVER AND TIDWELL, LLP2 years Filed as: WEAVER & TIDWELL LLP Service code 10 · EIN 75-0786316 | Accounting | $47,543 |
PROSKAUER ROSE LLP3 years Service code 29 · EIN 13-1840454 | Legal | $31,236 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $458,700-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 39.9%-39.9pp | 0.0%0pp |
| Annual return | 13.83% | 3.90%+9.9pp | 8.57%+5.3pp | 8.76%+5.1pp |
| Employer contribution / active EE | $5,165 | $12,005-57.0% | $33,010-84.4% | $16,627-68.9% |
| Participant deferral / active EE | $0 | $0 | $8-100.0% | $888-100.0% |
| Admin fee / account holder | $0 | $0 | $33,172-100.0% | - |