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 | $61,645 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,150 |
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 | $78,488 | $88,122-10.9% | $141,162-44.4% | $67,579+16.1% |
| Participation rate | 93.5% | 76.5%+17.1pp | 82.5%+11.0pp | 71.3%+22.2pp |
| Annual return | 23.54% | 75.40%-51.9pp | 71.39%-47.8pp | 378.56%-355.0pp |
| Employer contribution / active EE | $1,430 | $3,224-55.7% | $4,735-69.8% | $2,148-33.4% |
| Participant deferral / active EE | $6,996 | $5,958+17.4% | $6,709+4.3% | $3,539+97.7% |
| Admin fee / account holder | $11 | $131-91.3% | $10,261-99.9% | $142-92.0% |