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 | $108,764 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $91,502 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,541 | $43,466-22.8% | $90,951-63.1% | $90,288-62.9% |
| Participation rate | 90.3% | 62.5%+27.8pp | 69.0%+21.3pp | 73.4%+16.9pp |
| Annual return | 16.30% | 25.26%-9.0pp | 134.60%-118.3pp | 53.97%-37.7pp |
| Employer contribution / active EE | $248 | $840-70.5% | $2,122-88.3% | $2,524-90.2% |
| Participant deferral / active EE | $3,742 | $2,138+75.1% | $3,373+10.9% | $4,232-11.6% |
| Admin fee / account holder | $151 | $92+64.1% | $5,959-97.5% | $114+32.1% |