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 27 · EIN 23-2384840 | Advisory (Plan) | $45,176 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,150 |
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 | $91,692 | $59,186+54.9% | $76,768+19.4% | $56,287+62.9% |
| Participation rate | 88.3% | 75.2%+13.1pp | 77.0%+11.4pp | 69.9%+18.5pp |
| Annual return | -5.54% | 6.62%-12.2pp | 2.43%-8.0pp | -9.96%+4.4pp |
| Employer contribution / active EE | $2,123 | $1,759+20.7% | $2,485-14.6% | $2,111+0.6% |
| Participant deferral / active EE | $3,469 | $3,255+6.6% | $3,852-9.9% | $3,350+3.6% |
| Admin fee / account holder | $207 | $489-57.6% | $6,675-96.9% | $521-60.2% |