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 CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,805 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,763 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,852 | $52,953-60.6% | $172,739-87.9% | $65,185-68.0% |
| Participation rate | 92.5% | 66.2%+26.3pp | 82.6%+9.9pp | 70.2%+22.3pp |
| Annual return | 21.03% | 30.12%-9.1pp | 802.84%-781.8pp | 29.38%-8.3pp |
| Employer contribution / active EE | $244 | $2,190-88.8% | $5,143-95.2% | $2,177-88.8% |
| Participant deferral / active EE | $1,805 | $2,471-26.9% | $5,198-65.3% | $3,514-48.6% |
| Admin fee / account holder | $20 | $472-95.7% | $13,954-99.9% | $847-97.6% |