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) | $26,997 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,363 |
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 | $92,685 | $77,503+19.6% | $100,391-7.7% | $80,856+14.6% |
| Participation rate | 95.7% | 76.9%+18.8pp | 81.5%+14.3pp | 67.6%+28.1pp |
| Annual return | 14.04% | 37.20%-23.2pp | 49.20%-35.2pp | 35.59%-21.6pp |
| Employer contribution / active EE | $1,273 | $2,801-54.6% | $3,942-67.7% | $2,755-53.8% |
| Participant deferral / active EE | $11,397 | $6,820+67.1% | $8,082+41.0% | $4,296+165.3% |
| Admin fee / account holder | $239 | $5,897-96.0% | $7,899-97.0% | $6,918-96.5% |