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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $59,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,943 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,192 | $72,607+42.1% | $90,749+13.7% | $66,914+54.2% |
| Participation rate | 98.6% | 73.7%+25.0pp | 75.7%+23.0pp | 69.8%+28.8pp |
| Annual return | -10.80% | -12.28%+1.5pp | -12.16%+1.4pp | 1.58%-12.4pp |
| Employer contribution / active EE | $5,735 | $2,369+142.1% | $2,921+96.4% | $2,544+125.4% |
| Participant deferral / active EE | $10,379 | $3,977+161.0% | $4,564+127.4% | $4,237+145.0% |
| Admin fee / account holder | $14 | $707-98.0% | $8,445-99.8% | $593-97.6% |