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 55 · EIN 23-2384840 | Other Commissions | $37,966 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $175 |
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 | $92,265 | $58,879+56.7% | $178,490-48.3% | $73,488+25.6% |
| Participation rate | 90.8% | 66.2%+24.6pp | 81.9%+8.9pp | 70.7%+20.1pp |
| Annual return | 15.19% | 24.86%-9.7pp | 151.07%-135.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $668 | $2,236-70.1% | $5,011-86.7% | $2,270-70.6% |
| Participant deferral / active EE | $4,106 | $2,567+59.9% | $5,202-21.1% | $3,740+9.8% |
| Admin fee / account holder | $1 | $400-99.8% | $13,984-100.0% | $513-99.9% |