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 | $180,636 |
WELLS FARGO BANK, N.A.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $87,292 |
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 | $41,532 | $48,698-14.7% | $93,606-55.6% | $199,593-79.2% |
| Participation rate | 81.2% | 63.5%+17.6pp | 68.7%+12.4pp | 72.0%+9.2pp |
| Annual return | 16.58% | 15.34%+1.2pp | 133.20%-116.6pp | 34.25%-17.7pp |
| Employer contribution / active EE | $596 | $1,135-47.5% | $2,420-75.4% | $3,034-80.4% |
| Participant deferral / active EE | $4,277 | $2,817+51.8% | $4,411-3.0% | $5,087-15.9% |
| Admin fee / account holder | $143 | $195-26.6% | $8,285-98.3% | $269-46.8% |