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 22 | Insurance Broker | $26,317 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $5,149 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
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 | $38,672 | $71,666-46.0% | $117,854-67.2% | $69,631-44.5% |
| Participation rate | 99.6% | 77.5%+22.1pp | 79.7%+19.9pp | 70.7%+28.9pp |
| Annual return | 14.56% | 18.86%-4.3pp | 335.08%-320.5pp | 27571.02%-27556.5pp |
| Employer contribution / active EE | $1,489 | $1,889-21.2% | $3,786-60.7% | $2,032-26.7% |
| Participant deferral / active EE | $3,265 | $3,340-2.2% | $4,482-27.1% | $3,224+1.3% |
| Admin fee / account holder | $37 | $120-69.0% | $8,020-99.5% | $110-66.2% |