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 6-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $281,600 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $143,260 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FIN NETWORK Service code 49 · EIN 48-1305000 | Other Services | $53,301 |
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 | $117,244 | $92,055+27.4% | $106,213+10.4% | $77,643+51.0% |
| Participation rate | 97.4% | 81.0%+16.4pp | 75.3%+22.1pp | 70.6%+26.8pp |
| Annual return | 16.15% | 17.91%-1.8pp | 116.14%-100.0pp | 31.24%-15.1pp |
| Employer contribution / active EE | $9,492 | $3,367+181.9% | $3,171+199.3% | $2,726+248.2% |
| Participant deferral / active EE | $14,123 | $5,386+162.2% | $5,016+181.6% | $4,647+203.9% |
| Admin fee / account holder | $263 | $219+20.1% | $11,033-97.6% | $430-38.9% |