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 | $14,577 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $81,605 | $55,453+47.2% | $170,442-52.1% | $62,292+31.0% |
| Participation rate | 40.4% | 66.4%-25.9pp | 83.6%-43.2pp | 69.5%-29.1pp |
| Annual return | 21.26% | 21.38%-0.1pp | 205.93%-184.7pp | 28.90%-7.6pp |
| Employer contribution / active EE | $808 | $2,164-62.7% | $5,433-85.1% | $2,042-60.5% |
| Participant deferral / active EE | $2,091 | $2,303-9.2% | $4,939-57.7% | $3,169-34.0% |
| Admin fee / account holder | $1 | $455-99.8% | $13,880-100.0% | $479-99.8% |