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.
| Provider | Service type | Compensation |
|---|---|---|
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO Service code 51 2649 SOUTH ROAD · POUGHKEEPSIE, NY 12601 | Investment Mgmt Fees | $19,632 |
HELLER PENSION ASSOCIATES, INC.1+ years Filed as: HELLER PENSION ASSOCIATES, INC Service code 15 · EIN 46-4064505 | Recordkeeping | $11,330 |
Filed as: TRANSAMERICA FINANCIAL LIFE INSURAN Service code 15 · EIN 36-6071399 | Recordkeeping | $6,861 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $1,025 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,395 | $34,934-35.9% | $56,411-60.3% | $74,495-69.9% |
| Participation rate | 89.5% | 32.8%+56.7pp | 52.5%+37.0pp | 67.2%+22.3pp |
| Annual return | 13.57% | 25.94%-12.4pp | 1701.33%-1687.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,210 | $609+98.6% | $1,039+16.5% | $2,623-53.9% |
| Participant deferral / active EE | $835 | $1,170-28.6% | $1,952-57.2% | $4,346-80.8% |
| Admin fee / account holder | $243 | $2,364-89.7% | $2,829-91.4% | $1,942-87.5% |