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 | $14,342 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 11-3793490 | Consulting | $11,784 |
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 | $43,610 | $30,599+42.5% | $74,583-41.5% | $57,658-24.4% |
| Participation rate | 85.7% | 49.1%+36.6pp | 68.1%+17.6pp | 70.2%+15.5pp |
| Annual return | 6.44% | 14.24%-7.8pp | 20.47%-14.0pp | 5.13%+1.3pp |
| Employer contribution / active EE | $697 | $1,000-30.3% | $2,525-72.4% | $1,974-64.7% |
| Participant deferral / active EE | $1,631 | $1,805-9.6% | $3,458-52.8% | $3,061-46.7% |
| Admin fee / account holder | $91 | $98-6.7% | $4,138-97.8% | $95-3.3% |