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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $44,755 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $150 |
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 | $97,960 | $61,272+59.9% | $149,673-34.6% | $71,457+37.1% |
| Participation rate | 95.9% | 62.5%+33.4pp | 78.8%+17.1pp | 67.9%+28.0pp |
| Annual return | 16.25% | 35.85%-19.6pp | 134.42%-118.2pp | 28.85%-12.6pp |
| Employer contribution / active EE | $1,690 | $2,378-28.9% | $4,818-64.9% | $2,588-34.7% |
| Participant deferral / active EE | $5,898 | $2,917+102.2% | $5,680+3.8% | $4,289+37.5% |
| Admin fee / account holder | $1 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |