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.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 99 · EIN 48-1305000 | Other Fees | $19,185 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 99 · EIN 71-0294708 | Other Fees | $12,574 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,652 | $87,870-56.0% | $113,168-65.8% | $74,304-48.0% |
| Participation rate | 82.5% | 70.7%+11.8pp | 76.6%+6.0pp | 60.3%+22.2pp |
| Annual return | 13.66% | 26.44%-12.8pp | 24.27%-10.6pp | 29.43%-15.8pp |
| Employer contribution / active EE | $873 | $2,277-61.6% | $2,975-70.6% | $2,241-61.0% |
| Participant deferral / active EE | $1,223 | $4,241-71.2% | $5,107-76.1% | $3,767-67.5% |
| Admin fee / account holder | $58 | $3,368-98.3% | $12,068-99.5% | $2,969-98.0% |