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.6+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $32,730 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,410 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $75,674 | $85,135-11.1% | $98,907-23.5% | $73,409+3.1% |
| Participation rate | 85.5% | 81.1%+4.3pp | 76.0%+9.5pp | 72.2%+13.3pp |
| Annual return | 61.83% | 19.14%+42.7pp | 196.43%-134.6pp | 59.29%+2.5pp |
| Employer contribution / active EE | $570 | $2,721-79.0% | $2,689-78.8% | $2,234-74.5% |
| Participant deferral / active EE | $3,304 | $4,349-24.0% | $4,244-22.1% | $3,805-13.2% |
| Admin fee / account holder | $178 | $139+27.8% | $6,642-97.3% | $158+12.7% |