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 | $132,865 |
WELLS FARGO BANK, N.A.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $90,262 |
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 | $37,513 | $44,626-15.9% | $86,188-56.5% | $80,160-53.2% |
| Participation rate | 91.3% | 63.5%+27.7pp | 69.0%+22.3pp | 72.9%+18.3pp |
| Annual return | 29.69% | 19.61%+10.1pp | 1168.45%-1138.8pp | 40.38%-10.7pp |
| Employer contribution / active EE | $631 | $1,099-42.5% | $2,380-73.5% | $2,978-78.8% |
| Participant deferral / active EE | $4,484 | $2,769+62.0% | $3,985+12.5% | $5,017-10.6% |
| Admin fee / account holder | $130 | $133-2.1% | $6,852-98.1% | $145-10.0% |