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 27 · EIN 23-2384840 | Advisory (Plan) | $65,125 |
Service code 37 · EIN 04-2647786 | Loan Processing | $62,401 |
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 | $63,735 | $84,784-24.8% | $98,439-35.3% | $74,419-14.4% |
| Participation rate | 97.4% | 81.5%+15.9pp | 75.2%+22.2pp | 70.7%+26.7pp |
| Annual return | 15.46% | 20.59%-5.1pp | 21.16%-5.7pp | 34.38%-18.9pp |
| Employer contribution / active EE | $1,549 | $3,364-54.0% | $3,048-49.2% | $2,637-41.3% |
| Participant deferral / active EE | $5,860 | $5,218+12.3% | $4,738+23.7% | $4,528+29.4% |
| Admin fee / account holder | $129 | $204-36.7% | $8,948-98.6% | $348-62.8% |