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 |
|---|---|---|
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $8,091 |
Filed as: KESTRA PRIVATE WEALTH SERVICES Service code 27 · EIN 47-1566880 | Advisory (Plan) | $5,000 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $2,500 |
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 | $190,588 | $86,332+120.8% | $125,175+52.3% | $65,185+192.4% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | 20.78% | 27.43%-6.6pp | 43.79%-23.0pp | 29.38%-8.6pp |
| Employer contribution / active EE | $5,563 | $2,040+172.7% | $3,865+43.9% | $2,177+155.6% |
| Participant deferral / active EE | $6,723 | $3,537+90.1% | $4,937+36.2% | $3,514+91.3% |
| Admin fee / account holder | $136 | $609-77.7% | $9,702-98.6% | $847-84.0% |