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.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $35,349 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,169 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $76,437 | $70,908+7.8% | $98,907-22.7% | $73,488+4.0% |
| Participation rate | 88.1% | 73.8%+14.3pp | 76.0%+12.1pp | 70.7%+17.4pp |
| Annual return | 15.33% | 34.17%-18.8pp | 196.43%-181.1pp | 28.51%-13.2pp |
| Employer contribution / active EE | $3,821 | $2,036+87.7% | $2,689+42.1% | $2,270+68.3% |
| Participant deferral / active EE | $8,292 | $3,500+136.9% | $4,244+95.4% | $3,740+121.7% |
| Admin fee / account holder | $5 | $535-99.0% | $6,642-99.9% | $513-99.0% |