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 27 · EIN 23-2384840 | Advisory (Plan) | $48,328 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,575 |
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 | $106,485 | $64,909+64.1% | $82,313+29.4% | $62,292+70.9% |
| Participation rate | 92.8% | 74.9%+18.0pp | 76.9%+15.9pp | 69.5%+23.3pp |
| Annual return | 16.20% | 21.18%-5.0pp | 25.88%-9.7pp | 28.90%-12.7pp |
| Employer contribution / active EE | $2,162 | $1,676+29.0% | $2,428-11.0% | $2,042+5.8% |
| Participant deferral / active EE | $3,676 | $3,103+18.4% | $3,706-0.8% | $3,169+16.0% |
| Admin fee / account holder | $238 | $440-45.8% | $5,608-95.8% | $479-50.3% |