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.1 year Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 33 · EIN 48-1305000 1NORTH JEFFERSON AVE · MISSOURI, MO 63103 | Other commissions; Securities brokera... | $14,972 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 13 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $2,634 |
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 | $79,076 | $62,327+26.9% | $120,354-34.3% | $74,495+6.2% |
| Participation rate | 89.0% | 56.8%+32.2pp | 71.9%+17.1pp | 67.2%+21.8pp |
| Annual return | 10.87% | 18.61%-7.7pp | 107.15%-96.3pp | 1364.94%-1354.1pp |
| Employer contribution / active EE | $1,943 | $1,843+5.4% | $3,463-43.9% | $2,623-25.9% |
| Participant deferral / active EE | $3,699 | $2,893+27.9% | $4,991-25.9% | $4,346-14.9% |
| Admin fee / account holder | $15 | $2,396-99.4% | $9,423-99.8% | $1,942-99.2% |