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 9-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) | $19,618 |
Service code 37 · EIN 04-2647786 | Loan Processing | $819 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,060 | $52,293+24.4% | $178,490-63.5% | $73,409-11.4% |
| Participation rate | 26.3% | 65.3%-39.0pp | 81.9%-55.6pp | 72.2%-45.9pp |
| Annual return | 15.91% | 34.75%-18.8pp | 151.07%-135.2pp | 59.29%-43.4pp |
| Employer contribution / active EE | $162 | $1,735-90.7% | $5,011-96.8% | $2,234-92.8% |
| Participant deferral / active EE | $1,876 | $2,332-19.5% | $5,202-63.9% | $3,805-50.7% |
| Admin fee / account holder | $165 | $127+29.4% | $13,984-98.8% | $158+4.4% |