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.6+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $25,253 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $10,907 |
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 | $28,597 | $58,879-51.4% | $178,490-84.0% | $73,488-61.1% |
| Participation rate | 99.5% | 66.2%+33.3pp | 81.9%+17.6pp | 70.7%+28.8pp |
| Annual return | 10.83% | 24.86%-14.0pp | 151.07%-140.2pp | 28.51%-17.7pp |
| Employer contribution / active EE | $1,790 | $2,236-20.0% | $5,011-64.3% | $2,270-21.2% |
| Participant deferral / active EE | $3,164 | $2,567+23.3% | $5,202-39.2% | $3,740-15.4% |
| Admin fee / account holder | $121 | $400-69.8% | $13,984-99.1% | $513-76.4% |