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 | $12,446 |
Service code 37 · EIN 04-2647786 | Loan Processing | $863 |
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 | $114,642 | $58,577+95.7% | $83,333+37.6% | $64,186+78.6% |
| Participation rate | 74.1% | 72.0%+2.0pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -4.02% | 9.65%-13.7pp | 10.63%-14.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,226 | $4,654+33.8% | $5,565+11.9% | $3,470+79.5% |
| Admin fee / account holder | $9 | $9,275-99.9% | $7,510-99.9% | $4,888-99.8% |