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 37 · EIN 04-2647786 | Loan Processing | $60,120 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,751 |
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 | $38,496 | $39,948-3.6% | $89,391-56.9% | $73,409-47.6% |
| Participation rate | 98.6% | 50.4%+48.1pp | 68.0%+30.6pp | 72.2%+26.4pp |
| Annual return | 18.52% | 50.12%-31.6pp | 245.62%-227.1pp | 59.29%-40.8pp |
| Employer contribution / active EE | $1,551 | $1,200+29.3% | $2,586-40.0% | $2,234-30.6% |
| Participant deferral / active EE | $3,723 | $2,193+69.8% | $3,890-4.3% | $3,805-2.2% |
| Admin fee / account holder | $144 | $134+7.2% | $4,881-97.1% | $158-8.9% |