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.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $47,036 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,183 |
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 | $72,685 | $58,083+25.1% | $80,019-9.2% | $56,287+29.1% |
| Participation rate | 96.8% | 73.6%+23.2pp | 75.8%+21.0pp | 69.9%+27.0pp |
| Annual return | -4.62% | 34.61%-39.2pp | 11.22%-15.8pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,566 | $1,932-18.9% | $2,468-36.5% | $2,111-25.8% |
| Participant deferral / active EE | $4,759 | $3,135+51.8% | $3,686+29.1% | $3,350+42.1% |
| Admin fee / account holder | $20 | $623-96.8% | $6,521-99.7% | $521-96.2% |