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.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $45,621 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,381 |
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 | $74,081 | $56,629+30.8% | $77,999-5.0% | $55,167+34.3% |
| Participation rate | 98.2% | 73.3%+24.9pp | 75.5%+22.7pp | 69.0%+29.2pp |
| Annual return | 8.02% | 2866.98%-2859.0pp | 425.96%-417.9pp | 169.23%-161.2pp |
| Employer contribution / active EE | $1,698 | $1,723-1.4% | $2,470-31.2% | $1,963-13.5% |
| Participant deferral / active EE | $4,957 | $2,777+78.5% | $3,497+41.8% | $3,054+62.3% |
| Admin fee / account holder | $22 | $467-95.3% | $5,480-99.6% | $504-95.6% |