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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $17,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $763 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,056 | $41,078+38.9% | $80,569-29.2% | $71,457-20.2% |
| Participation rate | 73.4% | 50.2%+23.2pp | 67.0%+6.4pp | 67.9%+5.5pp |
| Annual return | 18.37% | 38.45%-20.1pp | 935.43%-917.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $3,444 | $1,506+128.8% | $2,723+26.5% | $2,588+33.1% |
| Participant deferral / active EE | $4,129 | $2,699+53.0% | $4,447-7.2% | $4,289-3.7% |
| Admin fee / account holder | $6 | $1,840-99.7% | $5,377-99.9% | $1,587-99.6% |