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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,919 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $6,552 |
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 | $121,849 | $50,637+140.6% | $86,590+40.7% | $62,292+95.6% |
| Participation rate | 92.6% | 67.9%+24.7pp | 73.5%+19.0pp | 69.5%+23.1pp |
| Annual return | 25.28% | 20.80%+4.5pp | 964.84%-939.6pp | 28.90%-3.6pp |
| Employer contribution / active EE | $8,366 | $2,075+303.1% | $2,839+194.6% | $2,042+309.6% |
| Participant deferral / active EE | $7,032 | $2,611+169.3% | $3,609+94.9% | $3,169+121.9% |
| Admin fee / account holder | $141 | $413-65.9% | $4,906-97.1% | $479-70.6% |