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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 | Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$52,719 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,991 | $91,407+11.6% | $135,903-25.0% | $71,457+42.7% |
| Participation rate | 79.7% | 75.7%+4.0pp | 81.9%-2.2pp | 67.9%+11.7pp |
| Annual return | 20.84% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $3,078 | $3,703-16.9% | $4,856-36.6% | $2,588+18.9% |
| Participant deferral / active EE | $11,016 | $7,092+55.3% | $7,758+42.0% | $4,289+156.9% |
| Admin fee / account holder | -$54 | $1,266-104.3% | $10,762-100.5% | $1,587-103.4% |