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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 | Insurance Broker | $23,169 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $11,214 |
DOWNEAST PENSION SERVICES, INC.6+ years Filed as: DOWNEAST PENSION SERVICES INC Service code 15 · EIN 01-0472857 | Recordkeeping | $2,258 |
Filed as: AMERIPRISE FINANCIAL SERVICES, INC. Service code 22 | Insurance Broker | $1,405 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 22 · EIN 41-0973005 | Insurance Broker | $0 |
WELLS FARGO BANK, N.A.2 years 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,972 | $70,428+23.5% | $96,562-9.9% | $85,850+1.3% |
| Participation rate | 95.2% | 61.8%+33.4pp | 69.8%+25.4pp | 69.3%+25.9pp |
| Annual return | 15.03% | 18.59%-3.6pp | 37.78%-22.8pp | 318.53%-303.5pp |
| Employer contribution / active EE | $850 | $1,413-39.9% | $2,356-63.9% | $2,565-66.9% |
| Participant deferral / active EE | $3,772 | $2,894+30.3% | $3,849-2.0% | $3,952-4.6% |
| Admin fee / account holder | $126 | $4,997-97.5% | $6,181-98.0% | $6,260-98.0% |