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 27 · EIN 23-2384840 | Advisory (Plan) | $34,744 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,350 |
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 | $84,560 | $86,332-2.1% | $125,175-32.4% | $65,185+29.7% |
| Participation rate | 95.6% | 75.3%+20.3pp | 79.8%+15.8pp | 70.2%+25.4pp |
| Annual return | 23.38% | 27.43%-4.0pp | 43.79%-20.4pp | 29.38%-6.0pp |
| Employer contribution / active EE | $4,630 | $2,040+127.0% | $3,865+19.8% | $2,177+112.7% |
| Participant deferral / active EE | $5,617 | $3,537+58.8% | $4,937+13.8% | $3,514+59.9% |
| Admin fee / account holder | $137 | $609-77.6% | $9,702-98.6% | $847-83.9% |