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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $37,026 |
Filed as: INVESTMENT RESEARCH & ADVISORY GRP. Service code 17 · EIN 58-1989031 | Pension Consulting | $12,559 |
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 | $141,504 | $83,477+69.5% | $125,175+13.0% | $72,985+93.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.64% | 25.78%-5.1pp | 43.79%-23.2pp | 81.00%-60.4pp |
| Employer contribution / active EE | $5,674 | $2,345+142.0% | $3,865+46.8% | $2,440+132.6% |
| Participant deferral / active EE | $7,850 | $3,585+118.9% | $4,937+59.0% | $3,607+117.6% |
| Admin fee / account holder | $290 | $5,517-94.7% | $9,702-97.0% | $5,124-94.3% |