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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 26 · EIN 23-2384840 | Advisory (Participants) | $2,179 |
Service code 60 · EIN 04-2647786 | Sub-TA 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 | $82,182 | $85,766-4.2% | $136,294-39.7% | $70,131+17.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 20.91% | 31.45%-10.5pp | 5155.94%-5135.0pp | 73.14%-52.2pp |
| Employer contribution / active EE | $6,898 | $2,966+132.6% | $4,695+46.9% | $2,342+194.5% |
| Participant deferral / active EE | $12,541 | $5,051+148.3% | $6,247+100.8% | $3,332+276.4% |
| Admin fee / account holder | $0 | $5,420-100.0% | $9,243-100.0% | $4,645-100.0% |