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.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $22,301 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,174 |
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 | $73,451 | $64,909+13.2% | $82,313-10.8% | $62,292+17.9% |
| Participation rate | 96.2% | 74.9%+21.3pp | 76.9%+19.3pp | 69.5%+26.7pp |
| Annual return | 12.56% | 21.18%-8.6pp | 25.88%-13.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $1,600 | $1,676-4.6% | $2,428-34.1% | $2,042-21.7% |
| Participant deferral / active EE | $4,849 | $3,103+56.2% | $3,706+30.8% | $3,169+53.0% |
| Admin fee / account holder | $182 | $440-58.5% | $5,608-96.7% | $479-62.0% |