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 55 · EIN 23-2384840 | Other Commissions | $6,231 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,075 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $22,476 | $55,449-59.5% | $83,848-73.2% | $56,287-60.1% |
| Participation rate | 73.8% | 68.0%+5.8pp | 76.1%-2.4pp | 69.9%+3.9pp |
| Annual return | -6.97% | -1.38%-5.6pp | 850.88%-857.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,157 | $2,430-52.4% | $3,631-68.1% | $2,111-45.2% |
| Participant deferral / active EE | $1,692 | $2,935-42.4% | $4,082-58.5% | $3,350-49.5% |
| Admin fee / account holder | $31 | $656-95.3% | $5,478-99.4% | $521-94.0% |