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 CLEARING SERVICES Service code 99 | Other Fees | $57,258 |
THE BENEFIT PRACTICE5 years Service code 13 · EIN 13-4144565 1055 WASHINGTON BLVD, SUITE 610 · STAMFORD, CT 06901 | Contract Administrator | $40,464 |
Filed as: VRIAC Service code 15 · EIN 71-0294708 | Recordkeeping | $15,300 |
MORNINGSTAR5 years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $2,394 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,968 | $42,353-50.5% | $79,550-73.6% | $64,808-67.6% |
| Participation rate | 91.7% | 64.8%+26.9pp | 69.5%+22.2pp | 71.5%+20.2pp |
| Annual return | -16.20% | -12.24%-4.0pp | 0.16%-16.4pp | 32.82%-49.0pp |
| Employer contribution / active EE | $2,215 | $1,181+87.6% | $2,413-8.2% | $2,506-11.6% |
| Participant deferral / active EE | $5,575 | $3,170+75.9% | $3,985+39.9% | $4,310+29.3% |
| Admin fee / account holder | $76 | $160-52.3% | $6,832-98.9% | $188-59.5% |