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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $15,094 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,044 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,971 | $100,041-63.0% | $149,718-75.3% | $70,131-47.3% |
| Participation rate | 82.3% | 83.6%-1.3pp | 87.1%-4.8pp | 69.5%+12.8pp |
| Annual return | 15.15% | 27.43%-12.3pp | 1501.63%-1486.5pp | 73.14%-58.0pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,341 | $4,983+27.3% | $6,569-3.5% | $3,332+90.3% |
| Admin fee / account holder | $34 | $8,286-99.6% | $11,283-99.7% | $4,645-99.3% |