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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,696 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,638 |
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 | $13,173 | $47,977-72.5% | $154,107-91.5% | $56,287-76.6% |
| Participation rate | 94.7% | 66.2%+28.5pp | 83.0%+11.7pp | 69.9%+24.8pp |
| Annual return | -5.59% | 3.54%-9.1pp | 735.12%-740.7pp | -9.96%+4.4pp |
| Employer contribution / active EE | $313 | $2,169-85.6% | $5,298-94.1% | $2,111-85.2% |
| Participant deferral / active EE | $1,522 | $2,392-36.4% | $5,081-70.1% | $3,350-54.6% |
| Admin fee / account holder | $12 | $438-97.2% | $13,411-99.9% | $521-97.6% |