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 | $10,522 |
Service code 37 · EIN 04-2647786 | Loan Processing | $400 |
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 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 | $140,361 | $115,882+21.1% | $100,516+39.6% | $158,922-11.7% |
| Participation rate | 65.0% | 81.6%-16.6pp | 79.4%-14.4pp | 82.0%-17.0pp |
| Annual return | 12.35% | 34.79%-22.4pp | 30.89%-18.5pp | 302.83%-290.5pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,892 | $6,674-26.7% | $6,270-22.0% | $5,982-18.2% |
| Admin fee / account holder | $5 | $10,995-100.0% | $8,081-99.9% | $11,246-100.0% |