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) | $34,284 |
Filed as: FIDELITY INVESTMENTS COMPANY INC Service code 60 · EIN 04-2647786 | Sub-TA Fees | $34,211 |
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 | $80,664 | $63,114+27.8% | $92,893-13.2% | $65,185+23.7% |
| Participation rate | 87.0% | 68.8%+18.3pp | 76.0%+11.0pp | 70.2%+16.8pp |
| Annual return | 22.55% | 28.75%-6.2pp | 109.41%-86.9pp | 29.38%-6.8pp |
| Employer contribution / active EE | $1,506 | $2,571-41.4% | $3,653-58.8% | $2,177-30.8% |
| Participant deferral / active EE | $2,822 | $3,108-9.2% | $4,236-33.4% | $3,514-19.7% |
| Admin fee / account holder | $293 | $624-53.1% | $5,794-94.9% | $847-65.4% |