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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,482 |
Service code 37 · EIN 04-2647786 | Loan Processing | $756 |
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 | $181,902 | $70,475+158.1% | $100,516+81.0% | $79,858+127.8% |
| Participation rate | 81.7% | 73.7%+8.0pp | 79.4%+2.3pp | 69.6%+12.1pp |
| Annual return | 15.57% | 21.90%-6.3pp | 30.89%-15.3pp | 31.71%-16.1pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $6,612 | $5,181+27.6% | $6,270+5.5% | $3,740+76.8% |
| Admin fee / account holder | $8 | $4,478-99.8% | $8,081-99.9% | $5,306-99.9% |