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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $38,589 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,923 |
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 | $77,731 | $73,638+5.6% | $95,952-19.0% | $73,488+5.8% |
| Participation rate | 91.1% | 76.2%+14.9pp | 77.1%+14.0pp | 70.7%+20.4pp |
| Annual return | 11.24% | 16.78%-5.5pp | 91.61%-80.4pp | 28.51%-17.3pp |
| Employer contribution / active EE | $2,887 | $1,863+54.9% | $2,541+13.6% | $2,270+27.2% |
| Participant deferral / active EE | $5,362 | $3,617+48.3% | $4,167+28.7% | $3,740+43.4% |
| Admin fee / account holder | $213 | $482-55.7% | $6,795-96.9% | $513-58.4% |