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 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $29,539 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $24,849 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,377 | $85,135-53.7% | $98,907-60.2% | $73,409-46.4% |
| Participation rate | 82.9% | 81.1%+1.7pp | 76.0%+6.8pp | 72.2%+10.7pp |
| Annual return | 71.64% | 19.14%+52.5pp | 196.43%-124.8pp | 59.29%+12.4pp |
| Employer contribution / active EE | $1,675 | $2,721-38.4% | $2,689-37.7% | $2,234-25.0% |
| Participant deferral / active EE | $3,141 | $4,349-27.8% | $4,244-26.0% | $3,805-17.5% |
| Admin fee / account holder | $205 | $139+47.4% | $6,642-96.9% | $158+30.0% |