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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $6,666 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,825 |
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 | $31,129 | $78,672-60.4% | $109,143-71.5% | $85,850-63.7% |
| Participation rate | 74.2% | 68.3%+6.0pp | 75.9%-1.6pp | 69.3%+4.9pp |
| Annual return | 13.84% | 25.09%-11.2pp | 25.75%-11.9pp | 318.53%-304.7pp |
| Employer contribution / active EE | $882 | $2,735-67.8% | $3,722-76.3% | $2,565-65.6% |
| Participant deferral / active EE | $1,744 | $3,467-49.7% | $4,653-62.5% | $3,952-55.9% |
| Admin fee / account holder | $24 | $5,469-99.6% | $6,752-99.7% | $6,260-99.6% |