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 3-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 |
|---|---|---|
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $33,264 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $0 |
Participant contribution per participant 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 | $13,401 | $53,925-75.1% | $75,670-82.3% | $69,631-80.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 14.03% | 17.84%-3.8pp | 27.34%-13.3pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $935 | $1,802-48.1% | $2,352-60.2% | $2,032-54.0% |
| Participant deferral / active EE | $340 | $2,569-86.8% | $3,142-89.2% | $3,224-89.5% |
| Admin fee / account holder | $42 | $97-56.8% | $5,800-99.3% | $110-62.0% |