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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $11,546 |
Service code 37 · EIN 04-2647786 | Loan Processing | $987 |
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 | $125,922 | $107,934+16.7% | $91,989+36.9% | $152,861-17.6% |
| Participation rate | 79.2% | 81.2%-2.0pp | 78.6%+0.5pp | 82.4%-3.3pp |
| Annual return | 18.33% | 89.24%-70.9pp | 69.02%-50.7pp | 345.32%-327.0pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,993 | $6,364-21.5% | $5,923-15.7% | $5,850-14.7% |
| Admin fee / account holder | $11 | $10,520-99.9% | $7,743-99.9% | $11,596-99.9% |