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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $21,809 |
Service code 25 · EIN 04-2647786 | Directed Trustee | $4,321 |
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 | $61,920 | $81,474-24.0% | $133,956-53.8% | $73,488-15.7% |
| Participation rate | 83.6% | 76.4%+7.2pp | 79.8%+3.7pp | 70.7%+12.9pp |
| Annual return | 13.52% | 19.40%-5.9pp | 45.09%-31.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $791 | $2,209-64.2% | $3,919-79.8% | $2,270-65.1% |
| Participant deferral / active EE | $2,681 | $3,786-29.2% | $5,048-46.9% | $3,740-28.3% |
| Admin fee / account holder | $32 | $713-95.5% | $8,927-99.6% | $513-93.7% |