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 22 | Insurance Broker | $16,804 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $8,981 |
DOWNEAST PENSION SERVICES, INC.4+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 15 · EIN 01-0472857 | Recordkeeping | $3,000 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $72,151 | $58,512+23.3% | $84,015-14.1% | $72,985-1.1% |
| Participation rate | 91.0% | 61.2%+29.8pp | 69.0%+22.0pp | 69.5%+21.5pp |
| Annual return | 23.10% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $636 | $1,163-45.3% | $1,983-67.9% | $2,440-73.9% |
| Participant deferral / active EE | $2,814 | $2,394+17.5% | $3,239-13.1% | $3,607-22.0% |
| Admin fee / account holder | $118 | $4,569-97.4% | $6,101-98.1% | $5,124-97.7% |