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 ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $11,324 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,040 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,792 | $66,124-54.9% | $90,404-67.0% | $73,488-59.5% |
| Participation rate | 54.6% | 69.7%-15.0pp | 72.7%-18.1pp | 70.7%-16.1pp |
| Annual return | 24.03% | 17.65%+6.4pp | 1293.02%-1269.0pp | 28.51%-4.5pp |
| Employer contribution / active EE | $998 | $2,346-57.5% | $3,262-69.4% | $2,270-56.0% |
| Participant deferral / active EE | $2,164 | $3,039-28.8% | $3,963-45.4% | $3,740-42.1% |
| Admin fee / account holder | $62 | $396-84.2% | $5,611-98.9% | $513-87.8% |