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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $46,818 |
WELLS FARGO BANK, N.A.7+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,199 | $72,254+171.5% | $86,677+126.4% | $64,808+202.7% |
| Participation rate | 98.6% | 80.4%+18.1pp | 76.6%+22.0pp | 71.5%+27.1pp |
| Annual return | -20.01% | 392.42%-412.4pp | 35.91%-55.9pp | 32.82%-52.8pp |
| Employer contribution / active EE | $5,600 | $2,393+134.0% | $2,836+97.4% | $2,506+123.5% |
| Participant deferral / active EE | $18,610 | $4,658+299.5% | $4,656+299.7% | $4,310+331.8% |
| Admin fee / account holder | $155 | $174-11.1% | $7,493-97.9% | $188-17.7% |