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 | $73,989 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 34-1542819 | Consulting Fees | $34,585 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,749 | $86,897+40.1% | $151,611-19.7% | $64,808+87.9% |
| Participation rate | 95.6% | 87.3%+8.4pp | 87.5%+8.1pp | 71.5%+24.2pp |
| Annual return | -14.70% | -3.57%-11.1pp | 3.33%-18.0pp | 32.82%-47.5pp |
| Employer contribution / active EE | $4,151 | $4,010+3.5% | $6,166-32.7% | $2,506+65.6% |
| Participant deferral / active EE | $7,305 | $6,690+9.2% | $8,363-12.7% | $4,310+69.5% |
| Admin fee / account holder | $155 | $153+1.4% | $11,616-98.7% | $188-17.4% |