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 9-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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $45,531 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,369 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,539 | $50,199+72.4% | $70,092+23.5% | $66,914+29.3% |
| Participation rate | 88.1% | 66.3%+21.7pp | 70.5%+17.6pp | 69.8%+18.2pp |
| Annual return | -14.94% | -13.85%-1.1pp | 190.73%-205.7pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,586 | $1,864-14.9% | $2,559-38.0% | $2,544-37.7% |
| Participant deferral / active EE | $6,000 | $3,112+92.8% | $3,849+55.9% | $4,237+41.6% |
| Admin fee / account holder | $6 | $600-98.9% | $6,267-99.9% | $593-98.9% |