Filed March 31, 2020
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.9 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $44,864 |
USI CONSULTING GROUP4 years Service code 15 · EIN 06-1053228 | Recordkeeping | $10,096 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,856 | $79,184-38.3% | $102,438-52.3% | $74,546-34.5% |
| Participation rate | 71.5% | 74.8%-3.3pp | 76.5%-5.0pp | 67.2%+4.3pp |
| Annual return | 27.67% | 54.95%-27.3pp | 29.37%-1.7pp | 1366.03%-1338.4pp |
| Employer contribution / active EE | $1,021 | $2,362-56.8% | $3,024-66.2% | $2,624-61.1% |
| Participant deferral / active EE | $2,546 | $4,414-42.3% | $5,054-49.6% | $4,347-41.4% |
| Admin fee / account holder | $242 | $2,001-87.9% | $9,448-97.4% | $1,944-87.5% |