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 | $74,312 |
WELLS FARGO BANK, N.A.9+ years Filed as: WELLS FARGO ADVISORS Service code 70 · EIN 48-1305000 | Consulting Fees | $40,710 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,517 | $100,227+49.2% | $169,993-12.0% | $74,419+100.9% |
| Participation rate | 97.1% | 87.3%+9.8pp | 87.0%+10.1pp | 70.7%+26.3pp |
| Annual return | 15.16% | 66.08%-50.9pp | 53.37%-38.2pp | 34.38%-19.2pp |
| Employer contribution / active EE | $4,427 | $4,263+3.8% | $6,785-34.8% | $2,637+67.8% |
| Participant deferral / active EE | $8,086 | $7,143+13.2% | $10,408-22.3% | $4,528+78.6% |
| Admin fee / account holder | $178 | $234-24.3% | $12,815-98.6% | $348-49.0% |