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 7-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+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $26,075 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,438 |
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 | $45,518 | $58,083-21.6% | $80,019-43.1% | $56,287-19.1% |
| Participation rate | 90.2% | 73.6%+16.6pp | 75.8%+14.4pp | 69.9%+20.4pp |
| Annual return | -1.69% | 34.61%-36.3pp | 11.22%-12.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $3,699 | $1,932+91.5% | $2,468+49.9% | $2,111+75.2% |
| Participant deferral / active EE | $6,192 | $3,135+97.5% | $3,686+68.0% | $3,350+84.9% |
| Admin fee / account holder | $6 | $623-99.0% | $6,521-99.9% | $521-98.9% |