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 | $102,503 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $69,791 |
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,848 | $81,908-31.8% | $90,749-38.5% | $64,808-13.8% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -16.24% | -12.53%-3.7pp | -12.16%-4.1pp | 32.82%-49.1pp |
| Employer contribution / active EE | $1,420 | $3,065-53.7% | $2,921-51.4% | $2,506-43.3% |
| Participant deferral / active EE | $5,325 | $4,840+10.0% | $4,564+16.7% | $4,310+23.6% |
| Admin fee / account holder | $178 | $157+13.1% | $8,445-97.9% | $188-5.3% |