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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $34,882 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $28,236 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,183 | $84,030-58.1% | $126,539-72.2% | $102,872-65.8% |
| Participation rate | 17.8% | 58.3%-40.4pp | 69.8%-52.0pp | 73.0%-55.2pp |
| Annual return | 16.18% | 17.79%-1.6pp | 425.95%-409.8pp | 19.06%-2.9pp |
| Employer contribution / active EE | $180 | $3,287-94.5% | $3,674-95.1% | $3,526-94.9% |
| Participant deferral / active EE | $686 | $3,749-81.7% | $4,083-83.2% | $5,535-87.6% |
| Admin fee / account holder | $172 | $299-42.5% | $6,065-97.2% | $292-41.1% |