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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,884 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $27,282 |
WELLS FARGO BANK, N.A.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,436 |
Filed as: PETERSON CPAS & ADVISORS PLLC Service code 27 · EIN 26-1262413 | Advisory (Plan) | $7,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,591 | $66,528+21.1% | $86,874-7.2% | $86,799-7.2% |
| Participation rate | 99.6% | 72.4%+27.2pp | 71.6%+28.0pp | 72.3%+27.3pp |
| Annual return | 12.07% | 19.56%-7.5pp | 63.52%-51.4pp | 97.91%-85.8pp |
| Employer contribution / active EE | $3,120 | $2,007+55.4% | $2,495+25.0% | $2,405+29.7% |
| Participant deferral / active EE | $3,627 | $3,240+11.9% | $3,699-2.0% | $4,131-12.2% |
| Admin fee / account holder | $294 | $148+98.8% | $5,828-94.9% | $170+73.6% |