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 |
|---|---|---|
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $140,675 |
JUDD THOMAS SMITH & COMPANY P.C.4+ years Filed as: JUDD, THOMAS, SMITH & COMPANY P.C. Service code 99 · EIN 75-1668928 | Other Fees | $9,630 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,157 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $315,870 | $73,102+332.1% | $123,544+155.7% | $56,287+461.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -5.73% | 3.01%-8.7pp | 119.20%-124.9pp | -9.96%+4.2pp |
| Employer contribution / active EE | $14,721 | $2,977+394.5% | $4,628+218.1% | $2,111+597.4% |
| Participant deferral / active EE | $13,942 | $5,423+157.1% | $6,426+117.0% | $3,350+316.2% |
| Admin fee / account holder | $56 | $554-89.9% | $9,284-99.4% | $521-89.3% |