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 55 · EIN 23-2384840 | Other Commissions | $61,563 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,275 |
Annual investment return 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 | $63,500 | $75,388-15.8% | $123,544-48.6% | $55,725+14.0% |
| Participation rate | 95.1% | 75.7%+19.5pp | 82.3%+12.8pp | 70.9%+24.3pp |
| Annual return | -6.73% | 4.48%-11.2pp | 119.20%-125.9pp | 244.93%-251.7pp |
| Employer contribution / active EE | $1,467 | $3,063-52.1% | $4,628-68.3% | $2,078-29.4% |
| Participant deferral / active EE | $7,319 | $5,651+29.5% | $6,426+13.9% | $3,356+118.1% |
| Admin fee / account holder | $12 | $120-90.1% | $9,284-99.9% | $115-89.7% |