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 50 · EIN 34-1542819 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Direct Payment | $17,179 |
TIAA1 year Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $813 |
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 | $43,265 | $57,976-25.4% | $62,995-31.3% | $62,292-30.5% |
| Participation rate | 93.9% | 75.9%+18.0pp | 74.8%+19.1pp | 69.5%+24.4pp |
| Annual return | 13.84% | 17.54%-3.7pp | 87.57%-73.7pp | 28.90%-15.1pp |
| Employer contribution / active EE | $1,878 | $2,415-22.2% | $2,759-31.9% | $2,042-8.0% |
| Participant deferral / active EE | $2,603 | $2,956-11.9% | $3,329-21.8% | $3,169-17.9% |
| Admin fee / account holder | $37 | $276-86.8% | $3,600-99.0% | $479-92.4% |