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.2+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $30,547 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,588 |
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 | $66,805 | $66,310+0.7% | $93,606-28.6% | $65,185+2.5% |
| Participation rate | 92.4% | 74.0%+18.4pp | 75.8%+16.6pp | 70.2%+22.2pp |
| Annual return | 24.63% | 42.58%-17.9pp | 32.76%-8.1pp | 29.38%-4.7pp |
| Employer contribution / active EE | $5,722 | $2,012+184.4% | $2,718+110.5% | $2,177+162.9% |
| Participant deferral / active EE | $9,408 | $3,342+181.5% | $4,069+131.2% | $3,514+167.8% |
| Admin fee / account holder | $12 | $6,897-99.8% | $7,888-99.9% | $847-98.6% |