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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $79,815 |
Filed as: CONSOLIDATED INVESTMENT ADVISORS Service code 27 · EIN 56-1902157 | Advisory (Plan) | $40,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $64,095 | $53,925+18.9% | $75,670-15.3% | $69,631-8.0% |
| Participation rate | 98.6% | 71.2%+27.4pp | 72.3%+26.2pp | 70.7%+27.9pp |
| Annual return | 12.55% | 17.84%-5.3pp | 27.34%-14.8pp | 27571.02%-27558.5pp |
| Employer contribution / active EE | $2,952 | $1,802+63.8% | $2,352+25.5% | $2,032+45.3% |
| Participant deferral / active EE | $3,057 | $2,569+19.0% | $3,142-2.7% | $3,224-5.2% |
| Admin fee / account holder | $209 | $97+115.7% | $5,800-96.4% | $110+89.7% |