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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $55,617 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,038 |
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 | $132,017 | $63,299+108.6% | $91,001+45.1% | $62,292+111.9% |
| Participation rate | 95.7% | 73.3%+22.4pp | 75.6%+20.1pp | 69.5%+26.2pp |
| Annual return | 19.32% | 20.99%-1.7pp | 4.60%+14.7pp | 28.90%-9.6pp |
| Employer contribution / active EE | $10,642 | $1,807+489.0% | $2,456+333.4% | $2,042+421.1% |
| Participant deferral / active EE | $6,769 | $2,943+130.0% | $3,547+90.8% | $3,169+113.6% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.9% |