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 |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $66,446 |
WELLS FARGO BANK, N.A.6+ years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 34-1542819 | Consulting Fees | $19,736 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $120,977 | $111,608+8.4% | $177,821-32.0% | $73,409+64.8% |
| Participation rate | 95.7% | 87.9%+7.8pp | 87.7%+7.9pp | 72.2%+23.5pp |
| Annual return | 12.53% | 18.23%-5.7pp | 48.32%-35.8pp | 59.29%-46.8pp |
| Employer contribution / active EE | $3,897 | $3,796+2.7% | $5,918-34.1% | $2,234+74.5% |
| Participant deferral / active EE | $6,806 | $6,199+9.8% | $7,714-11.8% | $3,805+78.9% |
| Admin fee / account holder | $119 | $166-28.3% | $12,427-99.0% | $158-24.8% |