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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,164 |
Service code 37 · EIN 04-2647786 | Loan Processing | $720 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,225 | $37,393+69.1% | $77,024-17.9% | $66,914-5.5% |
| Participation rate | 76.1% | 52.9%+23.3pp | 67.9%+8.2pp | 69.8%+6.3pp |
| Annual return | -17.48% | -3.29%-14.2pp | 42.32%-59.8pp | 1.58%-19.1pp |
| Employer contribution / active EE | $2,945 | $1,531+92.3% | $2,812+4.7% | $2,544+15.7% |
| Participant deferral / active EE | $4,663 | $2,617+78.2% | $4,426+5.4% | $4,237+10.1% |
| Admin fee / account holder | $7 | $567-98.8% | $5,425-99.9% | $593-98.9% |