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.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $25,169 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,676 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $69,969 | $75,284-7.1% | $91,001-23.1% | $69,631+0.5% |
| Participation rate | 98.9% | 80.4%+18.5pp | 75.6%+23.2pp | 70.7%+28.2pp |
| Annual return | 10.43% | 48.40%-38.0pp | 4.60%+5.8pp | 27571.02%-27560.6pp |
| Employer contribution / active EE | $2,091 | $2,473-15.4% | $2,456-14.9% | $2,032+2.9% |
| Participant deferral / active EE | $4,532 | $3,700+22.5% | $3,547+27.8% | $3,224+40.6% |
| Admin fee / account holder | $8 | $111-92.5% | $5,417-99.8% | $110-92.5% |