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 8-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 ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $21,813 |
Service code 16 1116 S MAIN ST · GREENVILLE, SC 29301 | Consulting | $14,648 |
THE VANGUARD GROUP, INC.2+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $11,522 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $31,949 | $23,119+38.2% | $71,086-55.1% | $75,289-57.6% |
| Participation rate | 17.4% | 36.3%-18.9pp | 54.7%-37.2pp | 72.4%-55.0pp |
| Annual return | -5.72% | -3.32%-2.4pp | 650.59%-656.3pp | -0.04%-5.7pp |
| Employer contribution / active EE | $304 | $399-23.7% | $1,088-72.0% | $2,405-87.3% |
| Participant deferral / active EE | $547 | $960-43.0% | $1,874-70.8% | $3,739-85.4% |
| Admin fee / account holder | $102 | $89+13.9% | $3,082-96.7% | $102-0.4% |