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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $17,600 |
401(K) ADVISORS INC2+ years Filed as: WF ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,706 |
Service code 10 · EIN 86-0271207 | Accounting | $5,500 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,768 | $50,898-74.9% | $171,082-92.5% | $55,167-76.9% |
| Participation rate | 85.5% | 63.3%+22.3pp | 76.7%+8.8pp | 69.0%+16.5pp |
| Annual return | 5.62% | 15.34%-9.7pp | 32.56%-26.9pp | 169.23%-163.6pp |
| Employer contribution / active EE | $342 | $1,433-76.2% | $4,002-91.5% | $1,963-82.6% |
| Participant deferral / active EE | $3,170 | $2,994+5.9% | $4,797-33.9% | $3,054+3.8% |
| Admin fee / account holder | $203 | $500-59.4% | $8,520-97.6% | $504-59.7% |