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 55 · EIN 23-2384840 | Other Commissions | $46,906 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $102,538 | $63,299+62.0% | $91,001+12.7% | $62,292+64.6% |
| Participation rate | 66.2% | 73.3%-7.1pp | 75.6%-9.4pp | 69.5%-3.3pp |
| Annual return | 16.18% | 20.99%-4.8pp | 4.60%+11.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,803 | $1,807-0.2% | $2,456-26.6% | $2,042-11.7% |
| Participant deferral / active EE | $5,941 | $2,943+101.9% | $3,547+67.5% | $3,169+87.5% |
| Admin fee / account holder | $44 | $468-90.6% | $5,417-99.2% | $479-90.8% |