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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 49 · EIN 34-1542819 | Other Services | $43,248 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $11,194 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $3,432 |
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 | $114,450 | $102,553+11.6% | $151,611-24.5% | $66,914+71.0% |
| Participation rate | 71.5% | 85.5%-14.0pp | 87.5%-15.9pp | 69.8%+1.7pp |
| Annual return | 18.78% | -10.82%+29.6pp | 3.33%+15.5pp | 1.58%+17.2pp |
| Employer contribution / active EE | $2,023 | $4,180-51.6% | $6,166-67.2% | $2,544-20.5% |
| Participant deferral / active EE | $7,790 | $6,641+17.3% | $8,363-6.9% | $4,237+83.9% |
| Admin fee / account holder | $17 | $630-97.4% | $11,616-99.9% | $593-97.2% |