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 | $139,045 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $110,816 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,701 | $50,956-12.3% | $96,562-53.7% | $86,799-48.5% |
| Participation rate | 91.7% | 65.2%+26.5pp | 69.8%+21.9pp | 72.3%+19.5pp |
| Annual return | 16.04% | 21.27%-5.2pp | 37.78%-21.7pp | 97.91%-81.9pp |
| Employer contribution / active EE | $722 | $1,111-35.0% | $2,356-69.4% | $2,405-70.0% |
| Participant deferral / active EE | $5,314 | $2,954+79.9% | $3,849+38.1% | $4,131+28.6% |
| Admin fee / account holder | $207 | $166+24.6% | $6,181-96.7% | $170+22.0% |