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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $66,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,555 |
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 | $80,174 | $100,801-20.5% | $149,696-46.4% | $73,409+9.2% |
| Participation rate | 94.6% | 77.7%+16.9pp | 82.5%+12.1pp | 72.2%+22.4pp |
| Annual return | 19.05% | 265.34%-246.3pp | 276.60%-257.6pp | 59.29%-40.2pp |
| Employer contribution / active EE | $1,508 | $3,312-54.5% | $4,644-67.5% | $2,234-32.5% |
| Participant deferral / active EE | $7,387 | $6,404+15.3% | $6,842+8.0% | $3,805+94.1% |
| Admin fee / account holder | $7 | $181-96.3% | $9,309-99.9% | $158-95.8% |