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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $61,345 |
401(K) ADVISORS INC2+ years Filed as: 401(K) ADVISORS, INC. Service code 27 · EIN 33-0905143 | Advisory (Plan) | $20,000 |
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 | $51,882 | $80,177-35.3% | $123,892-58.1% | $57,658-10.0% |
| Participation rate | 96.4% | 74.4%+22.0pp | 81.4%+15.0pp | 70.2%+26.2pp |
| Annual return | 10.86% | 17.90%-7.0pp | 47.52%-36.7pp | 5.13%+5.7pp |
| Employer contribution / active EE | $2,354 | $2,913-19.2% | $4,617-49.0% | $1,974+19.3% |
| Participant deferral / active EE | $5,837 | $5,130+13.8% | $5,984-2.5% | $3,061+90.7% |
| Admin fee / account holder | $144 | $106+35.9% | $8,357-98.3% | $95+52.8% |