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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $159,261 |
FINANCIAL ENGINES2 years Filed as: FINANCIAL ENGINES ADVISORS, LLC Service code 27 · EIN 94-3250323 | Advisory (Plan) | $29,688 |
Filed as: DIMEO SCHEIDER & ASSOCIATES LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $13,462 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $182,663 | $79,519+129.7% | $95,952+90.4% | $73,409+148.8% |
| Participation rate | 84.7% | 81.2%+3.5pp | 77.1%+7.6pp | 72.2%+12.5pp |
| Annual return | -14.19% | 19.20%-33.4pp | 91.61%-105.8pp | 59.29%-73.5pp |
| Employer contribution / active EE | $4,818 | $2,048+135.3% | $2,541+89.6% | $2,234+115.7% |
| Participant deferral / active EE | $8,560 | $4,138+106.9% | $4,167+105.4% | $3,805+124.9% |
| Admin fee / account holder | $140 | $184-24.0% | $6,795-97.9% | $158-11.3% |