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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $8,569 |
LINCOLN NATIONAL CORPORATION2 years Service code 13 · EIN 35-1140070 | Contract Administrator | $3,879 |
Service code 15 · EIN 93-0998477 | Recordkeeping | $1,865 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,282 | $74,347-94.2% | $93,606-95.4% | $67,579-93.7% |
| Participation rate | 93.6% | 80.6%+13.0pp | 75.8%+17.8pp | 71.3%+22.3pp |
| Annual return | 16.09% | 28.07%-12.0pp | 32.76%-16.7pp | 378.56%-362.5pp |
| Employer contribution / active EE | $360 | $2,583-86.1% | $2,718-86.8% | $2,148-83.2% |
| Participant deferral / active EE | $0 | $4,060-100.0% | $4,069-100.0% | $3,539-100.0% |
| Admin fee / account holder | $30 | $123-75.9% | $7,888-99.6% | $142-79.2% |