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.1+ years Filed as: WELLS FARGO ADVISORS Service code 16 · EIN 34-1542819 | Consulting | $23,859 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $9,421 |
FIRST CLEARING LLC1+ years Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $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 | $38,373 | $45,283-15.3% | $155,790-75.4% | $52,331-26.7% |
| Participation rate | 78.6% | 62.2%+16.4pp | 76.1%+2.5pp | 68.1%+10.5pp |
| Annual return | -1.03% | 1.80%-2.8pp | 71.54%-72.6pp | 4.54%-5.6pp |
| Employer contribution / active EE | $494 | $1,329-62.8% | $3,836-87.1% | $1,882-73.8% |
| Participant deferral / active EE | $2,883 | $2,854+1.0% | $4,797-39.9% | $3,022-4.6% |
| Admin fee / account holder | $132 | $981-86.5% | $7,478-98.2% | $592-77.7% |