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 |
|---|---|---|
PW PARTNERS1 year Filed as: PARTNERS LLC Service code 27 40 BURTON HILLS BLVD · NASHVILLE, TN 37215 | Advisory (Plan) | $10,675 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS LLC Service code 27 · EIN 34-1542819 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $4,477 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,263 | $50,820+211.4% | $155,567+1.7% | $77,671+103.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 12.58% | 34.85%-22.3pp | 64.74%-52.2pp | 31.21%-18.6pp |
| Employer contribution / active EE | $4,098 | $1,993+105.6% | $4,674-12.3% | $2,726+50.3% |
| Participant deferral / active EE | $8,042 | $2,823+184.9% | $5,628+42.9% | $4,648+73.0% |
| Admin fee / account holder | $0 | $436-100.0% | $15,916-100.0% | $430-100.0% |