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 55 · EIN 23-2384840 | Other Commissions | $13,884 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,510 |
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 | $24,853 | $58,879-57.8% | $178,490-86.1% | $73,488-66.2% |
| Participation rate | 97.6% | 66.2%+31.4pp | 81.9%+15.7pp | 70.7%+26.9pp |
| Annual return | 12.42% | 24.86%-12.4pp | 151.07%-138.6pp | 28.51%-16.1pp |
| Employer contribution / active EE | $366 | $2,236-83.6% | $5,011-92.7% | $2,270-83.9% |
| Participant deferral / active EE | $2,432 | $2,567-5.3% | $5,202-53.2% | $3,740-35.0% |
| Admin fee / account holder | $13 | $400-96.8% | $13,984-99.9% | $513-97.5% |