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 Filed as: WELLS FARGO ADVISORS LLC Service code 27 401 S TRYON ST 11TH FL D1050-111 · CHARLOTTE, NC 28081 | Advisory (Plan) | $20,584 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $18,419 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,319 |
Employer contribution per participant 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 | $54,935 | $65,376-16.0% | $87,100-36.9% | $65,185-15.7% |
| Participation rate | 96.5% | 75.3%+21.1pp | 76.9%+19.6pp | 70.2%+26.3pp |
| Annual return | 18.73% | 31.27%-12.5pp | 28.19%-9.5pp | 29.38%-10.7pp |
| Employer contribution / active EE | $144 | $1,822-92.1% | $2,521-94.3% | $2,177-93.4% |
| Participant deferral / active EE | $2,396 | $3,388-29.3% | $4,049-40.8% | $3,514-31.8% |
| Admin fee / account holder | $247 | $520-52.4% | $7,497-96.7% | $847-70.8% |