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.3+ years Service code 37 · EIN 94-1347393 | Loan Processing | $500 |
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 | $155,650 | $46,173+237.1% | $170,442-8.7% | $69,631+123.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 83.6%+16.4pp | 70.7%+29.3pp |
| Annual return | 19.89% | 21.62%-1.7pp | 205.93%-186.0pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $6,547 | $1,610+306.7% | $5,433+20.5% | $2,032+222.1% |
| Participant deferral / active EE | $4,256 | $2,080+104.6% | $4,939-13.8% | $3,224+32.0% |
| Admin fee / account holder | $2 | $116-98.5% | $13,880-100.0% | $110-98.5% |