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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,965 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $38,867 |
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 | $32,566 | $48,064-32.2% | $78,778-58.7% | $69,631-53.2% |
| Participation rate | 87.6% | 61.6%+26.0pp | 69.2%+18.4pp | 70.7%+16.9pp |
| Annual return | 16.78% | 21.81%-5.0pp | 35.62%-18.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $447 | $744-39.8% | $1,986-77.5% | $2,032-78.0% |
| Participant deferral / active EE | $2,989 | $2,079+43.8% | $2,958+1.0% | $3,224-7.3% |
| Admin fee / account holder | $106 | $152-30.3% | $5,134-97.9% | $110-4.0% |