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 | $20,677 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $3,984 |
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 | $57,276 | $86,332-33.7% | $125,175-54.2% | $65,185-12.1% |
| Participation rate | 81.1% | 75.3%+5.8pp | 79.8%+1.3pp | 70.2%+10.9pp |
| Annual return | 20.51% | 27.43%-6.9pp | 43.79%-23.3pp | 29.38%-8.9pp |
| Employer contribution / active EE | $678 | $2,040-66.8% | $3,865-82.5% | $2,177-68.9% |
| Participant deferral / active EE | $2,281 | $3,537-35.5% | $4,937-53.8% | $3,514-35.1% |
| Admin fee / account holder | $30 | $609-95.2% | $9,702-99.7% | $847-96.5% |