Filed October 5, 2021
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 | $28,917 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,825 |
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 | $66,922 | $57,976+15.4% | $62,995+6.2% | $62,292+7.4% |
| Participation rate | 97.1% | 75.9%+21.1pp | 74.8%+22.3pp | 69.5%+27.6pp |
| Annual return | 21.31% | 17.54%+3.8pp | 87.57%-66.3pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,788 | $2,415-25.9% | $2,759-35.2% | $2,042-12.4% |
| Participant deferral / active EE | $4,877 | $2,956+65.0% | $3,329+46.5% | $3,169+53.9% |
| Admin fee / account holder | $10 | $276-96.3% | $3,600-99.7% | $479-97.9% |