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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $51,934 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,200 |
CITRIN COOPERMAN2 years Service code 10 · EIN 22-2428965 | Accounting | $0 |
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 | $66,958 | $155,795-57.0% | $136,294-50.9% | $69,631-3.8% |
| Participation rate | 94.7% | 75.2%+19.5pp | 81.9%+12.8pp | 70.7%+24.1pp |
| Annual return | 17.49% | 232464.33%-232446.8pp | 5155.94%-5138.5pp | 27571.02%-27553.5pp |
| Employer contribution / active EE | $1,371 | $2,991-54.2% | $4,695-70.8% | $2,032-32.5% |
| Participant deferral / active EE | $6,592 | $5,394+22.2% | $6,247+5.5% | $3,224+104.5% |
| Admin fee / account holder | $11 | $128-91.3% | $9,243-99.9% | $110-89.9% |