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 | $10,638 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,309 | $64,909-73.3% | $82,313-79.0% | $62,292-72.2% |
| Participation rate | 78.6% | 74.9%+3.8pp | 76.9%+1.8pp | 69.5%+9.1pp |
| Annual return | 17.21% | 21.18%-4.0pp | 25.88%-8.7pp | 28.90%-11.7pp |
| Employer contribution / active EE | $415 | $1,676-75.2% | $2,428-82.9% | $2,042-79.7% |
| Participant deferral / active EE | $1,547 | $3,103-50.2% | $3,706-58.3% | $3,169-51.2% |
| Admin fee / account holder | $18 | $440-96.0% | $5,608-99.7% | $479-96.3% |