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 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $43,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,088 |
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 | $120,313 | $56,629+112.5% | $77,999+54.2% | $55,167+118.1% |
| Participation rate | 96.9% | 73.3%+23.6pp | 75.5%+21.3pp | 69.0%+27.9pp |
| Annual return | 9.43% | 2866.98%-2857.6pp | 425.96%-416.5pp | 169.23%-159.8pp |
| Employer contribution / active EE | $10,777 | $1,723+525.5% | $2,470+336.3% | $1,963+449.1% |
| Participant deferral / active EE | $6,657 | $2,777+139.7% | $3,497+90.4% | $3,054+118.0% |
| Admin fee / account holder | $12 | $467-97.3% | $5,480-99.8% | $504-97.5% |