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 | $90,228 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $77,220 |
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 | $31,909 | $40,113-20.5% | $84,015-62.0% | $77,787-59.0% |
| Participation rate | 86.5% | 62.8%+23.7pp | 69.0%+17.5pp | 73.2%+13.3pp |
| Annual return | 31.21% | 23.27%+7.9pp | 71.31%-40.1pp | 32.57%-1.4pp |
| Employer contribution / active EE | $538 | $847-36.5% | $1,983-72.9% | $2,504-78.5% |
| Participant deferral / active EE | $3,463 | $2,030+70.6% | $3,239+6.9% | $3,967-12.7% |
| Admin fee / account holder | $142 | $92+55.4% | $6,101-97.7% | $100+42.3% |