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 | $18,173 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $44,764 | $58,726-23.8% | $92,233-51.5% | $62,292-28.1% |
| Participation rate | 99.4% | 68.3%+31.1pp | 76.5%+23.0pp | 69.5%+29.9pp |
| Annual return | 18.27% | 43.62%-25.3pp | 176.28%-158.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,809 | $2,392+17.4% | $3,679-23.7% | $2,042+37.5% |
| Participant deferral / active EE | $3,651 | $2,766+32.0% | $3,897-6.3% | $3,169+15.2% |
| Admin fee / account holder | $1 | $556-99.9% | $5,194-100.0% | $479-99.8% |