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 | $7,701 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $7,646 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,717 | $66,124-11.2% | $90,404-35.0% | $73,488-20.1% |
| Participation rate | 50.0% | 69.7%-19.7pp | 72.7%-22.7pp | 70.7%-20.7pp |
| Annual return | 14.84% | 17.65%-2.8pp | 1293.02%-1278.2pp | 28.51%-13.7pp |
| Employer contribution / active EE | $566 | $2,346-75.9% | $3,262-82.6% | $2,270-75.1% |
| Participant deferral / active EE | $1,755 | $3,039-42.3% | $3,963-55.7% | $3,740-53.1% |
| Admin fee / account holder | $216 | $396-45.4% | $5,611-96.1% | $513-57.9% |