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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,874 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$60,798 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,517 | $81,908+26.4% | $90,749+14.1% | $64,808+59.7% |
| Participation rate | 97.5% | 80.5%+17.0pp | 75.7%+21.8pp | 71.5%+26.0pp |
| Annual return | -17.03% | -12.53%-4.5pp | -12.16%-4.9pp | 32.82%-49.8pp |
| Employer contribution / active EE | $12,164 | $3,065+296.9% | $2,921+316.5% | $2,506+385.4% |
| Participant deferral / active EE | $8,146 | $4,840+68.3% | $4,564+78.5% | $4,310+89.0% |
| Admin fee / account holder | -$12 | $157-107.9% | $8,445-100.1% | $188-106.6% |