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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $128,757 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$566,061 |
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 | $68,405 | $159,391-57.1% | $102,423-33.2% | $99,062-30.9% |
| Participation rate | 95.9% | 88.6%+7.4pp | 76.5%+19.4pp | 71.6%+24.3pp |
| Annual return | 19.90% | 19.03%+0.9pp | 29.32%-9.4pp | 17.66%+2.2pp |
| Employer contribution / active EE | $3,280 | $4,207-22.0% | $3,023+8.5% | $3,262+0.6% |
| Participant deferral / active EE | $10,962 | $7,498+46.2% | $5,053+116.9% | $5,331+105.6% |
| Admin fee / account holder | $0 | $159-100.0% | $9,451-100.0% | $109-100.0% |