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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $64,604 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$32,352 |
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 | $123,546 | $85,135+45.1% | $98,907+24.9% | $73,409+68.3% |
| Participation rate | 98.0% | 81.1%+16.8pp | 76.0%+21.9pp | 72.2%+25.8pp |
| Annual return | 17.10% | 19.14%-2.0pp | 196.43%-179.3pp | 59.29%-42.2pp |
| Employer contribution / active EE | $10,107 | $2,721+271.5% | $2,689+275.9% | $2,234+352.5% |
| Participant deferral / active EE | $7,353 | $4,349+69.1% | $4,244+73.2% | $3,805+93.2% |
| Admin fee / account holder | $99 | $139-28.7% | $6,642-98.5% | $158-37.1% |