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 |
|---|---|---|
WELL AND GOOD LLC1 year Filed as: WELL FARGO BANK Service code 99 420 MONTGOMERY STREET · SAN FRANCISCO, CA 94104 | Other Fees | $356 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,157 | $84,487+30.4% | $125,339-12.1% | $66,914+64.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -10.32% | -8.39%-1.9pp | 572.05%-582.4pp | 1.58%-11.9pp |
| Employer contribution / active EE | $4,406 | $3,553+24.0% | $4,814-8.5% | $2,544+73.2% |
| Participant deferral / active EE | $9,350 | $6,781+37.9% | $7,446+25.6% | $4,237+120.7% |
| Admin fee / account holder | $2 | $685-99.7% | $10,010-100.0% | $593-99.6% |