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 8-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+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,325 |
THE VANGUARD GROUP, INC.1+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $37,383 | $25,165+48.6% | $73,545-49.2% | $77,958-52.0% |
| Participation rate | 15.3% | 36.6%-21.3pp | 54.9%-39.6pp | 71.6%-56.3pp |
| Annual return | 17.23% | 18.12%-0.9pp | -15.16%+32.4pp | 20.87%-3.6pp |
| Employer contribution / active EE | $281 | $395-28.8% | $1,219-76.9% | $2,310-87.8% |
| Participant deferral / active EE | $480 | $898-46.6% | $1,806-73.4% | $3,537-86.4% |
| Admin fee / account holder | $109 | $76+44.1% | $2,320-95.3% | $97+12.1% |