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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $52,687 |
401(K) ADVISORS INC1+ years Filed as: WF ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $42,083 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,330 | $52,884+72.7% | $84,750+7.8% | $55,167+65.6% |
| Participation rate | 95.6% | 67.5%+28.1pp | 76.6%+19.0pp | 69.0%+26.6pp |
| Annual return | 7.47% | 18.03%-10.6pp | 22.78%-15.3pp | 169.23%-161.8pp |
| Employer contribution / active EE | $1,622 | $2,233-27.4% | $3,574-54.6% | $1,963-17.3% |
| Participant deferral / active EE | $8,911 | $2,644+237.0% | $3,712+140.1% | $3,054+191.8% |
| Admin fee / account holder | $246 | $581-57.6% | $5,332-95.4% | $504-51.2% |