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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $23,951 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $18,580 |
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 | $67,185 | $58,083+15.7% | $80,019-16.0% | $56,287+19.4% |
| Participation rate | 81.1% | 73.6%+7.5pp | 75.8%+5.3pp | 69.9%+11.3pp |
| Annual return | -3.82% | 34.61%-38.4pp | 11.22%-15.0pp | -9.96%+6.1pp |
| Employer contribution / active EE | $548 | $1,932-71.7% | $2,468-77.8% | $2,111-74.1% |
| Participant deferral / active EE | $3,065 | $3,135-2.2% | $3,686-16.8% | $3,350-8.5% |
| Admin fee / account holder | $234 | $623-62.5% | $6,521-96.4% | $521-55.1% |