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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $23,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,475 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,364 | $66,601+8.7% | $92,893-22.1% | $67,579+7.1% |
| Participation rate | 37.7% | 72.5%-34.8pp | 76.0%-38.3pp | 71.3%-33.5pp |
| Annual return | 20.77% | 92.58%-71.8pp | 109.41%-88.6pp | 378.56%-357.8pp |
| Employer contribution / active EE | $435 | $2,775-84.3% | $3,653-88.1% | $2,148-79.8% |
| Participant deferral / active EE | $2,601 | $3,157-17.6% | $4,236-38.6% | $3,539-26.5% |
| Admin fee / account holder | $10 | $199-95.1% | $5,794-99.8% | $142-93.1% |