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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $127,702 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$282,937 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,123 | $118,464-56.8% | $96,544-47.0% | $103,482-50.6% |
| Participation rate | 95.1% | 89.0%+6.1pp | 76.0%+19.1pp | 73.3%+21.8pp |
| Annual return | 26.64% | 18.79%+7.8pp | 25.84%+0.8pp | 33.11%-6.5pp |
| Employer contribution / active EE | $2,537 | $4,210-39.8% | $2,965-14.4% | $3,208-20.9% |
| Participant deferral / active EE | $8,822 | $7,277+21.2% | $4,851+81.9% | $5,207+69.4% |
| Admin fee / account holder | $0 | $81-100.0% | $8,252-100.0% | $114-100.0% |