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 | $68,658 |
RUBINO & COMPANY CHARTERED2 years Filed as: RUBINO & COMPANY, CHARTERED Service code 10 · EIN 52-1186096 | Accounting | $14,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,700 |
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 | $71,368 | $80,753-11.6% | $136,294-47.6% | $62,292+14.6% |
| Participation rate | 99.5% | 73.5%+26.0pp | 81.9%+17.6pp | 69.5%+30.0pp |
| Annual return | 17.31% | 35.83%-18.5pp | 5155.94%-5138.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $6,257 | $2,884+117.0% | $4,695+33.3% | $2,042+206.4% |
| Participant deferral / active EE | $7,677 | $5,164+48.7% | $6,247+22.9% | $3,169+142.3% |
| Admin fee / account holder | $36 | $525-93.1% | $9,243-99.6% | $479-92.4% |