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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $71,283 |
AGW CAPITAL ADVISORS1 year Service code 27 · EIN 26-4626204 | Advisory (Plan) | $31,274 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,721 | $45,382-87.4% | $154,107-96.3% | $75,289-92.4% |
| Participation rate | 82.9% | 65.9%+17.0pp | 83.0%-0.1pp | 72.4%+10.5pp |
| Annual return | -6.71% | -0.47%-6.2pp | 735.12%-741.8pp | -0.04%-6.7pp |
| Employer contribution / active EE | $218 | $1,533-85.8% | $5,298-95.9% | $2,405-90.9% |
| Participant deferral / active EE | $1,497 | $2,384-37.2% | $5,081-70.5% | $3,739-60.0% |
| Admin fee / account holder | $45 | $89-49.2% | $13,411-99.7% | $102-55.7% |