See peer percentile detail. $4.99 for your first month.
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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.4+ years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 53 · EIN 54-0910269 | Insurance Commissions | $17,431 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING INC Service code 50 · EIN 43-1270780 | Direct Payment | $13,519 |
Service code 49 · EIN 04-1590850 | Other Services | $6,699 |
AMERICAN FUNDS2 years Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
COLUMBIA2 years Service code 52 · EIN 36-3376651 | Indirect Investment Fees | $0 |
DELAWARE INVESTMENTS2 years Service code 52 · EIN 23-2448660 | Indirect Investment Fees | $0 |
DIAMOND HILL2 years Service code 52 · EIN 31-6547095 | Indirect Investment Fees | $0 |
Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
THE BANK OF NEW YORK MELLON2 years Filed as: DREYFUS Service code 52 · EIN 13-4193975 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 94-1693697 | Indirect Investment Fees | $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 | $88,741 | $65,223+36.1% | $80,019+10.9% | $55,725+59.2% |
| Participation rate | 68.2% | 80.6%-12.3pp | 75.8%-7.6pp | 70.9%-2.6pp |
| Annual return | -2.34% | 7.59%-9.9pp | 11.22%-13.6pp | 244.93%-247.3pp |
| Employer contribution / active EE | $1,930 | $2,544-24.1% | $2,468-21.8% | $2,078-7.1% |
| Participant deferral / active EE | $2,453 | $3,881-36.8% | $3,686-33.5% | $3,356-26.9% |
| Admin fee / account holder | $80 | $114-30.0% | $6,521-98.8% | $115-30.6% |