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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $29,138 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,069 |
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 | $229,368 | $80,753+184.0% | $136,294+68.3% | $62,292+268.2% |
| Participation rate | 92.4% | 73.5%+18.8pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 19.68% | 35.83%-16.2pp | 5155.94%-5136.3pp | 28.90%-9.2pp |
| Employer contribution / active EE | $2,374 | $2,884-17.7% | $4,695-49.4% | $2,042+16.3% |
| Participant deferral / active EE | $9,877 | $5,164+91.3% | $6,247+58.1% | $3,169+211.7% |
| Admin fee / account holder | $274 | $525-47.9% | $9,243-97.0% | $479-42.9% |