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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $29,362 |
Filed as: FIDELITY INVESTMENTS Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $50 |
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 | $77,861 | $38,365+102.9% | $84,611-8.0% | $65,185+19.4% |
| Participation rate | 98.6% | 55.7%+43.0pp | 68.2%+30.4pp | 70.2%+28.4pp |
| Annual return | 24.61% | 32.00%-7.4pp | 258.74%-234.1pp | 29.38%-4.8pp |
| Employer contribution / active EE | $2,740 | $1,258+117.7% | $2,652+3.3% | $2,177+25.9% |
| Participant deferral / active EE | $4,022 | $2,278+76.5% | $3,899+3.2% | $3,514+14.5% |
| Admin fee / account holder | $164 | $451-63.6% | $4,912-96.7% | $847-80.6% |