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.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $45,799 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,499 |
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 | $77,221 | $74,347+3.9% | $93,606-17.5% | $67,579+14.3% |
| Participation rate | 98.9% | 80.6%+18.3pp | 75.8%+23.1pp | 71.3%+27.6pp |
| Annual return | 13.28% | 28.07%-14.8pp | 32.76%-19.5pp | 378.56%-365.3pp |
| Employer contribution / active EE | $1,798 | $2,583-30.4% | $2,718-33.8% | $2,148-16.3% |
| Participant deferral / active EE | $4,978 | $4,060+22.6% | $4,069+22.3% | $3,539+40.6% |
| Admin fee / account holder | $11 | $123-90.9% | $7,888-99.9% | $142-92.2% |