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 |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST Service code 51 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $31,202 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS Service code 26 | Advisory (Participants) | $12,603 |
TRINITY PENSION GROUP, LLC3+ years Filed as: TRINITY PENSION GROUP Service code 13 · EIN 20-0235252 4196 MENDENHALL OAKS PWKY · HIGH POINT, NC 27265 | Contract Administrator | $12,358 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO WEALTH BROKERAGE Service code 33 3 WACHOVIA CENTER · CHARLOTTE, NC 282880260 | Securities brokerage | $1,516 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS LLC Service code 26 3 WACHOVIA CENTER · CHARLOTTE, NC 28288 | Advisory (Participants) | $0 |
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 | $25,109 | $55,453-54.7% | $170,442-85.3% | $62,292-59.7% |
| Participation rate | 94.1% | 66.4%+27.7pp | 83.6%+10.5pp | 69.5%+24.6pp |
| Annual return | 13.23% | 21.38%-8.1pp | 205.93%-192.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $1,131 | $2,164-47.7% | $5,433-79.2% | $2,042-44.6% |
| Participant deferral / active EE | $1,767 | $2,303-23.2% | $4,939-64.2% | $3,169-44.2% |
| Admin fee / account holder | $45 | $455-90.0% | $13,880-99.7% | $479-90.5% |