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 | $42,764 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,717 |
Form 5500 reported that benefits due were not provided when due.
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 | $70,371 | $65,223+7.9% | $80,019-12.1% | $55,725+26.3% |
| Participation rate | 97.7% | 80.6%+17.1pp | 75.8%+21.9pp | 70.9%+26.8pp |
| Annual return | -4.92% | 7.59%-12.5pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $2,603 | $2,544+2.3% | $2,468+5.5% | $2,078+25.3% |
| Participant deferral / active EE | $5,008 | $3,881+29.1% | $3,686+35.9% | $3,356+49.2% |
| Admin fee / account holder | $12 | $114-89.4% | $6,521-99.8% | $115-89.5% |