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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $12,601 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,100 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,855 | $35,949+86.0% | $88,538-24.5% | $65,185+2.6% |
| Participation rate | 90.6% | 56.4%+34.3pp | 68.7%+21.9pp | 70.2%+20.4pp |
| Annual return | 21.50% | 47.52%-26.0pp | 43.64%-22.1pp | 29.38%-7.9pp |
| Employer contribution / active EE | $1,432 | $1,047+36.8% | $2,098-31.7% | $2,177-34.2% |
| Participant deferral / active EE | $4,734 | $1,870+153.2% | $2,914+62.5% | $3,514+34.7% |
| Admin fee / account holder | $21 | $496-95.9% | $4,310-99.5% | $847-97.6% |