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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $11,697 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $400 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,236 | $175,600-42.9% | $129,110-22.4% | $134,475-25.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.3%+2.7pp | 81.2%-1.2pp |
| Annual return | -12.16% | -11.39%-0.8pp | -10.94%-1.2pp | 417.96%-430.1pp |
| Employer contribution / active EE | $9,561 | $6,355+50.4% | $5,052+89.3% | $4,740+101.7% |
| Participant deferral / active EE | $16,249 | $7,975+103.7% | $6,542+148.4% | $6,400+153.9% |
| Admin fee / account holder | $24 | $23,567-99.9% | $14,302-99.8% | $11,426-99.8% |