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 | $70,245 |
Filed as: CONSOLIDATED INVESTMENT ADVISORS Service code 27 · EIN 56-1902157 | Advisory (Plan) | $45,430 |
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 | $56,777 | $50,106+13.3% | $70,014-18.9% | $57,658-1.5% |
| Participation rate | 98.0% | 70.9%+27.1pp | 71.8%+26.2pp | 70.2%+27.7pp |
| Annual return | 7.09% | 14.58%-7.5pp | 12.99%-5.9pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,645 | $1,739+52.1% | $2,338+13.1% | $1,974+34.0% |
| Participant deferral / active EE | $2,532 | $2,486+1.9% | $2,931-13.6% | $3,061-17.3% |
| Admin fee / account holder | $206 | $89+131.2% | $4,380-95.3% | $95+118.2% |