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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $50,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,034 |
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 | $126,795 | $73,638+72.2% | $95,952+32.1% | $73,488+72.5% |
| Participation rate | 91.2% | 76.2%+15.0pp | 77.1%+14.1pp | 70.7%+20.5pp |
| Annual return | 12.75% | 16.78%-4.0pp | 91.61%-78.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,182 | $1,863+17.1% | $2,541-14.1% | $2,270-3.9% |
| Participant deferral / active EE | $3,716 | $3,617+2.7% | $4,167-10.8% | $3,740-0.6% |
| Admin fee / account holder | $223 | $482-53.8% | $6,795-96.7% | $513-56.6% |