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 BANK, NA Service code 15 · EIN 94-1347393 | Recordkeeping | $32,549 |
Service code 27 4208 SIX FORKS RD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $22,065 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,413 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $43,982 | $80,177-45.1% | $123,892-64.5% | $57,658-23.7% |
| Participation rate | 85.1% | 74.4%+10.7pp | 81.4%+3.7pp | 70.2%+14.9pp |
| Annual return | 6.67% | 17.90%-11.2pp | 47.52%-40.8pp | 5.13%+1.5pp |
| Employer contribution / active EE | $12 | $2,913-99.6% | $4,617-99.7% | $1,974-99.4% |
| Participant deferral / active EE | $4,555 | $5,130-11.2% | $5,984-23.9% | $3,061+48.8% |
| Admin fee / account holder | $138 | $106+29.9% | $8,357-98.3% | $95+46.1% |