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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $43,772 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $14,725 |
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 | $27,860 | $31,424-11.3% | $81,478-65.8% | $69,631-60.0% |
| Participation rate | 99.5% | 50.8%+48.6pp | 68.0%+31.5pp | 70.7%+28.8pp |
| Annual return | 22.01% | 22.44%-0.4pp | 38.78%-16.8pp | 27571.02%-27549.0pp |
| Employer contribution / active EE | $1,686 | $1,029+63.9% | $2,568-34.3% | $2,032-17.0% |
| Participant deferral / active EE | $3,107 | $1,838+69.0% | $3,537-12.1% | $3,224-3.6% |
| Admin fee / account holder | $112 | $103+9.4% | $4,561-97.5% | $110+1.6% |