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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,076 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,400 |
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 | $26,748 | $63,114-57.6% | $92,893-71.2% | $65,185-59.0% |
| Participation rate | 73.3% | 68.8%+4.6pp | 76.0%-2.7pp | 70.2%+3.1pp |
| Annual return | 19.15% | 28.75%-9.6pp | 109.41%-90.3pp | 29.38%-10.2pp |
| Employer contribution / active EE | $812 | $2,571-68.4% | $3,653-77.8% | $2,177-62.7% |
| Participant deferral / active EE | $1,672 | $3,108-46.2% | $4,236-60.5% | $3,514-52.4% |
| Admin fee / account holder | $26 | $624-95.8% | $5,794-99.6% | $847-96.9% |