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 Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $30,392 |
Service code 49 | Other Services | $5,529 |
Filed as: MATTHEWS, GOLD, KENNEDY & SNOW INC Service code 49 7600 N 16TH ST STE 240 · PHOENIX, AZ 85020 | Other Services | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,758 | $54,517-3.2% | $75,972-30.6% | $74,495-29.2% |
| Participation rate | 99.4% | 60.3%+39.1pp | 69.1%+30.3pp | 67.2%+32.2pp |
| Annual return | 20.50% | 31.82%-11.3pp | 359.55%-339.0pp | 1364.94%-1344.4pp |
| Employer contribution / active EE | $6,483 | $1,777+264.8% | $2,685+141.4% | $2,623+147.1% |
| Participant deferral / active EE | $7,243 | $3,066+136.3% | $4,255+70.2% | $4,346+66.7% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |