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 Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 34-1542819 1 N JEFFERSON AVE · ST LOUIS, MO 63103 | Direct Payment | $21,459 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Recordkeeping | $16,369 |
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 | $39,775 | $55,002-27.7% | $59,878-33.6% | $56,287-29.3% |
| Participation rate | 95.9% | 75.9%+19.9pp | 74.7%+21.2pp | 69.9%+26.0pp |
| Annual return | -2.63% | 1.13%-3.8pp | 3.46%-6.1pp | -9.96%+7.3pp |
| Employer contribution / active EE | $1,864 | $2,448-23.8% | $2,722-31.5% | $2,111-11.7% |
| Participant deferral / active EE | $2,709 | $3,121-13.2% | $3,402-20.4% | $3,350-19.1% |
| Admin fee / account holder | $73 | $236-69.2% | $3,590-98.0% | $521-86.1% |