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 INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $48,497 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,470 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA1 year Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS1 year Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIAMOND HILL1 year Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Filed as: FRANKLINTEMPLETON Service code 52 · EIN 94-1693697 | Indirect Investment Fees | $0 |
JANUS HENDERSON1 year Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
Service code 52 · EIN 04-3158862 | Indirect Investment Fees | $0 |
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 | $95,602 | $63,299+51.0% | $91,001+5.1% | $62,292+53.5% |
| Participation rate | 91.4% | 73.3%+18.1pp | 75.6%+15.8pp | 69.5%+21.9pp |
| Annual return | 15.35% | 20.99%-5.6pp | 4.60%+10.7pp | 28.90%-13.5pp |
| Employer contribution / active EE | $2,845 | $1,807+57.5% | $2,456+15.8% | $2,042+39.3% |
| Participant deferral / active EE | $3,201 | $2,943+8.8% | $3,547-9.8% | $3,169+1.0% |
| Admin fee / account holder | $26 | $468-94.4% | $5,417-99.5% | $479-94.5% |