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 8-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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,306 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,292 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $139,072 | $58,577+137.4% | $83,333+66.9% | $64,186+116.7% |
| Participation rate | 81.9% | 72.0%+9.9pp | 77.8%+4.2pp | 69.6%+12.4pp |
| Annual return | -5.29% | 9.65%-14.9pp | 10.63%-15.9pp | 7.63%-12.9pp |
| Employer contribution / active EE | $102 | $2,098-95.1% | $3,379-97.0% | $2,381-95.7% |
| Participant deferral / active EE | $6,871 | $4,654+47.6% | $5,565+23.5% | $3,470+98.0% |
| Admin fee / account holder | $23 | $9,275-99.7% | $7,510-99.7% | $4,888-99.5% |