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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,026 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,913 |
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 | $58,591 | $32,865+78.3% | $75,826-22.7% | $56,287+4.1% |
| Participation rate | 89.4% | 53.0%+36.4pp | 68.2%+21.2pp | 69.9%+19.5pp |
| Annual return | -6.53% | -5.01%-1.5pp | 1914.15%-1920.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $606 | $891-32.0% | $1,913-68.3% | $2,111-71.3% |
| Participant deferral / active EE | $4,389 | $1,683+160.8% | $2,862+53.3% | $3,350+31.0% |
| Admin fee / account holder | $21 | $185-88.4% | $4,726-99.5% | $521-95.9% |