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.1 year Filed as: WELLS FARGO ADVISORS Service code 26 · EIN 34-1542819 ONE NORTH JEFFERSON AVENUE · ST. LOUIS, MO 63103 | Advisory (Participants) | $34,276 |
POLLARD & ASSOCIATES, INC.9 years Filed as: POLLARD & ASSOCIATES INC Service code 13 · EIN 52-0909772 1 NORTH PARK DRIVE SUITE 104 · HUNT VALLEY, MD 21030 | Contract Administrator | $25,221 |
Service code 15 · EIN 01-0233346 P.O. BOX · BUFFALO, NY 14201 | Recordkeeping | $8,849 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,991 | $58,778-60.9% | $129,207-82.2% | $77,643-70.4% |
| Participation rate | 84.6% | 59.2%+25.3pp | 69.6%+15.0pp | 70.6%+14.0pp |
| Annual return | 11.10% | 24.73%-13.6pp | 9417.33%-9406.2pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,880 | $1,952-3.7% | $4,153-54.7% | $2,726-31.0% |
| Participant deferral / active EE | $0 | $3,212-100.0% | $4,168-100.0% | $4,647-100.0% |
| Admin fee / account holder | $208 | $589-64.8% | $7,715-97.3% | $430-51.8% |