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.7 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,700 |
THE VANGUARD GROUP, INC.10+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $16,366 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,432 | $54,517+49.4% | $75,972+7.2% | $74,495+9.3% |
| Participation rate | 99.1% | 60.3%+38.8pp | 69.1%+30.0pp | 67.2%+31.9pp |
| Annual return | 14.87% | 31.82%-17.0pp | 359.55%-344.7pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $2,790 | $1,777+57.0% | $2,685+3.9% | $2,623+6.4% |
| Participant deferral / active EE | $7,018 | $3,066+128.9% | $4,255+64.9% | $4,346+61.5% |
| Admin fee / account holder | $254 | $2,229-88.6% | $6,467-96.1% | $1,942-86.9% |