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 | $20,230 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,304 |
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 | $47,020 | $71,192-34.0% | $117,854-60.1% | $62,292-24.5% |
| Participation rate | 82.7% | 74.2%+8.5pp | 79.7%+3.1pp | 69.5%+13.2pp |
| Annual return | 14.02% | 18.66%-4.6pp | 335.08%-321.1pp | 28.90%-14.9pp |
| Employer contribution / active EE | $578 | $1,934-70.1% | $3,786-84.7% | $2,042-71.7% |
| Participant deferral / active EE | $1,961 | $3,189-38.5% | $4,482-56.2% | $3,169-38.1% |
| Admin fee / account holder | $26 | $587-95.5% | $8,020-99.7% | $479-94.5% |