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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,093 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Other Commissions | $17,461 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $79,842 | $43,423+83.9% | $78,689+1.5% | $55,167+44.7% |
| Participation rate | 96.3% | 68.0%+28.3pp | 73.6%+22.8pp | 69.0%+27.3pp |
| Annual return | 24.00% | 11.53%+12.5pp | 62.18%-38.2pp | 169.23%-145.2pp |
| Employer contribution / active EE | $2,346 | $1,997+17.5% | $2,851-17.7% | $1,963+19.5% |
| Participant deferral / active EE | $3,938 | $2,509+57.0% | $3,517+12.0% | $3,054+28.9% |
| Admin fee / account holder | $155 | $416-62.7% | $4,510-96.6% | $504-69.2% |