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 Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $10,663 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,465 |
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 | $76,095 | $54,320+40.1% | $67,652+12.5% | $52,331+45.4% |
| Participation rate | 99.3% | 73.6%+25.7pp | 75.7%+23.6pp | 68.1%+31.2pp |
| Annual return | -1.60% | 6.81%-8.4pp | 6625.04%-6626.6pp | 4.54%-6.1pp |
| Employer contribution / active EE | $4,100 | $1,544+165.6% | $2,266+81.0% | $1,882+117.9% |
| Participant deferral / active EE | $5,414 | $2,950+83.5% | $3,560+52.1% | $3,022+79.1% |
| Admin fee / account holder | $34 | $527-93.6% | $4,821-99.3% | $592-94.3% |