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 | $53,161 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $27,083 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,070 |
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 | $65,008 | $75,388-13.8% | $123,544-47.4% | $55,725+16.7% |
| Participation rate | 92.2% | 75.7%+16.5pp | 82.3%+9.9pp | 70.9%+21.4pp |
| Annual return | -4.96% | 4.48%-9.4pp | 119.20%-124.2pp | 244.93%-249.9pp |
| Employer contribution / active EE | $1,915 | $3,063-37.5% | $4,628-58.6% | $2,078-7.9% |
| Participant deferral / active EE | $7,911 | $5,651+40.0% | $6,426+23.1% | $3,356+135.8% |
| Admin fee / account holder | $117 | $120-2.1% | $9,284-98.7% | $115+1.8% |