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 LLC PCG Service code 55 | Other Commissions | $19,267 |
Filed as: MASSMUTUAL RETIREMENT SERVICES, LLC Service code 15 · EIN 26-1589907 | Recordkeeping | $8,795 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS LLC Service code 55 · EIN 34-1542819 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,815 | $51,620-13.2% | $90,281-50.4% | $65,185-31.2% |
| Participation rate | 50.6% | 68.6%-18.0pp | 73.3%-22.6pp | 70.2%-19.6pp |
| Annual return | 21.20% | 24.94%-3.7pp | 78.10%-56.9pp | 29.38%-8.2pp |
| Employer contribution / active EE | $602 | $2,235-73.1% | $2,854-78.9% | $2,177-72.4% |
| Participant deferral / active EE | $1,496 | $2,871-47.9% | $3,885-61.5% | $3,514-57.4% |
| Admin fee / account holder | $107 | $384-72.2% | $5,351-98.0% | $847-87.4% |