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.1 year Filed as: WELLS FARGO ADVISOR'S, LLC Service code 33 · EIN 34-1542819 | Securities brokerage; Securities brok... | $143,347 |
WELLS FARGO BANK, N.A.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $59,322 |
USI CONSULTING GROUP1 year Filed as: USI ADVISORS Service code 27 · EIN 06-1397347 | Advisory (Plan) | $28,611 |
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 | $29,470 | $56,443-47.8% | $83,848-64.9% | $55,725-47.1% |
| Participation rate | 88.6% | 72.0%+16.6pp | 76.1%+12.5pp | 70.9%+17.8pp |
| Annual return | -6.11% | 393.67%-399.8pp | 850.88%-857.0pp | 244.93%-251.0pp |
| Employer contribution / active EE | $795 | $2,682-70.3% | $3,631-78.1% | $2,078-61.7% |
| Participant deferral / active EE | $2,633 | $2,965-11.2% | $4,082-35.5% | $3,356-21.5% |
| Admin fee / account holder | $97 | $156-38.0% | $5,478-98.2% | $115-15.9% |