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.1+ years Filed as: WELLS FARGO CLEARING SERVICES Service code 55 · EIN 23-2384840 | Other Commissions | $12,739 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,997 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,290 | $74,089-64.5% | $133,980-80.4% | $55,167-52.3% |
| Participation rate | 83.6% | 84.3%-0.6pp | 87.1%-3.4pp | 69.0%+14.7pp |
| Annual return | 7.57% | 12.11%-4.5pp | 29.30%-21.7pp | 169.23%-161.7pp |
| Employer contribution / active EE | $0 | $3,064-100.0% | $5,211-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,992 | $4,678-14.7% | $6,282-36.5% | $3,054+30.7% |
| Admin fee / account holder | $27 | $458-94.2% | $9,324-99.7% | $504-94.7% |