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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 | Insurance Broker | $23,219 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,820 |
DOWNEAST PENSION SERVICES, INC.5+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 15 · EIN 01-0472857 | Recordkeeping | $1,877 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES, 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 | $77,722 | $65,041+19.5% | $90,951-14.5% | $79,858-2.7% |
| Participation rate | 96.6% | 61.6%+34.9pp | 69.0%+27.5pp | 69.6%+26.9pp |
| Annual return | 14.87% | 30.45%-15.6pp | 134.60%-119.7pp | 31.71%-16.8pp |
| Employer contribution / active EE | $932 | $1,247-25.3% | $2,122-56.1% | $2,471-62.3% |
| Participant deferral / active EE | $3,423 | $2,512+36.2% | $3,373+1.5% | $3,740-8.5% |
| Admin fee / account holder | $108 | $4,536-97.6% | $5,959-98.2% | $5,306-98.0% |