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 9-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $160,726 |
COMMONWEALTH FINANCIAL NETWORK5+ years Filed as: COMMONWEALTH FINANCIAL NETWORK, INC Service code 27 · EIN 04-2675571 | Advisory (Plan) | $37,105 |
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 | $83,491 | $100,801-17.2% | $149,696-44.2% | $73,409+13.7% |
| Participation rate | 92.1% | 77.7%+14.4pp | 82.5%+9.6pp | 72.2%+19.9pp |
| Annual return | 4.05% | 265.34%-261.3pp | 276.60%-272.6pp | 59.29%-55.2pp |
| Employer contribution / active EE | $2,039 | $3,312-38.4% | $4,644-56.1% | $2,234-8.7% |
| Participant deferral / active EE | $5,292 | $6,404-17.4% | $6,842-22.7% | $3,805+39.1% |
| Admin fee / account holder | $293 | $181+62.1% | $9,309-96.9% | $158+85.6% |