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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $215,495 |
Filed as: DIMEO SCHEIDER & ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $43,805 |
FINANCIAL ENGINES1 year Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $8,951 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO BANK, N.A Service code 15 | Recordkeeping | $2,249 |
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 | $147,556 | $105,247+40.2% | $87,100+69.4% | $77,787+89.7% |
| Participation rate | 97.1% | 85.8%+11.3pp | 76.9%+20.3pp | 73.2%+23.9pp |
| Annual return | 20.01% | 24.52%-4.5pp | 28.19%-8.2pp | 32.57%-12.6pp |
| Employer contribution / active EE | $4,004 | $2,895+38.3% | $2,521+58.8% | $2,504+59.9% |
| Participant deferral / active EE | $7,350 | $5,060+45.3% | $4,049+81.5% | $3,967+85.3% |
| Admin fee / account holder | $121 | $104+15.8% | $7,497-98.4% | $100+20.9% |