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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $116,577 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 33 · EIN 34-1542819 | Securities brokerage commissions and ... | $68 |
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 | $67,166 | $46,173+45.5% | $170,442-60.6% | $69,631-3.5% |
| Participation rate | 99.1% | 63.9%+35.2pp | 83.6%+15.5pp | 70.7%+28.4pp |
| Annual return | 16.44% | 21.62%-5.2pp | 205.93%-189.5pp | 27571.02%-27554.6pp |
| Employer contribution / active EE | $574 | $1,610-64.3% | $5,433-89.4% | $2,032-71.7% |
| Participant deferral / active EE | $3,811 | $2,080+83.2% | $4,939-22.9% | $3,224+18.2% |
| Admin fee / account holder | $212 | $116+83.1% | $13,880-98.5% | $110+92.3% |