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 10-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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $15,771 |
Service code 37 · EIN 04-2647786 | Loan Processing | $813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,990 | $56,114+26.5% | $96,139-26.2% | $85,850-17.3% |
| Participation rate | 85.6% | 56.7%+28.8pp | 68.4%+17.1pp | 69.3%+16.3pp |
| Annual return | 12.55% | 42.30%-29.8pp | 191.94%-179.4pp | 318.53%-306.0pp |
| Employer contribution / active EE | $3,303 | $1,620+103.9% | $2,797+18.1% | $2,565+28.8% |
| Participant deferral / active EE | $5,003 | $2,859+75.0% | $4,349+15.0% | $3,952+26.6% |
| Admin fee / account holder | $8 | $3,768-99.8% | $5,537-99.9% | $6,260-99.9% |