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 | $44,874 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,732 |
Filed as: PETERSEN CPAS Service code 10 · EIN 26-1262413 | Accounting | $7,001 |
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 | $62,495 | $69,823-10.5% | $77,163-19.0% | $74,419-16.0% |
| Participation rate | 98.8% | 70.0%+28.8pp | 69.6%+29.2pp | 70.7%+28.0pp |
| Annual return | 23.73% | 19.98%+3.8pp | 37.87%-14.1pp | 34.38%-10.6pp |
| Employer contribution / active EE | $2,710 | $2,150+26.0% | $2,535+6.9% | $2,637+2.8% |
| Participant deferral / active EE | $3,367 | $3,558-5.4% | $3,833-12.2% | $4,528-25.7% |
| Admin fee / account holder | $204 | $398-48.7% | $5,472-96.3% | $348-41.4% |