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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $37,612 |
Service code 37 · EIN 04-2647786 | Loan Processing | $33,458 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,191 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $98,258 | $88,890+10.5% | $102,423-4.1% | $77,643+26.6% |
| Participation rate | 71.0% | 80.9%-9.9pp | 76.5%-5.5pp | 70.6%+0.4pp |
| Annual return | 19.06% | 24.98%-5.9pp | 29.32%-10.3pp | 31.24%-12.2pp |
| Employer contribution / active EE | $842 | $2,698-68.8% | $3,023-72.1% | $2,726-69.1% |
| Participant deferral / active EE | $7,555 | $5,145+46.8% | $5,053+49.5% | $4,647+62.6% |
| Admin fee / account holder | $258 | $235+9.8% | $9,451-97.3% | $430-40.0% |