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 |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,699 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 22 | Insurance Broker | $7,784 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 22 · EIN 54-0910269 | Insurance Broker | $0 |
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 | $36,862 | $62,267-40.8% | $110,238-66.6% | $55,725-33.8% |
| Participation rate | 98.9% | 78.1%+20.8pp | 79.8%+19.1pp | 70.9%+28.0pp |
| Annual return | -5.67% | -1.07%-4.6pp | 314.74%-320.4pp | 244.93%-250.6pp |
| Employer contribution / active EE | $1,598 | $1,941-17.7% | $3,826-58.2% | $2,078-23.1% |
| Participant deferral / active EE | $3,743 | $3,516+6.5% | $4,672-19.9% | $3,356+11.6% |
| Admin fee / account holder | $145 | $121+19.6% | $8,547-98.3% | $115+25.6% |