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 | $48,624 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,128 |
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 | $90,516 | $85,135+6.3% | $98,907-8.5% | $73,409+23.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 76.0%+24.0pp | 72.2%+27.8pp |
| Annual return | 9.07% | 19.14%-10.1pp | 196.43%-187.4pp | 59.29%-50.2pp |
| Employer contribution / active EE | $2,754 | $2,721+1.2% | $2,689+2.4% | $2,234+23.3% |
| Participant deferral / active EE | $5,414 | $4,349+24.5% | $4,244+27.6% | $3,805+42.3% |
| Admin fee / account holder | $14 | $139-90.1% | $6,642-99.8% | $158-91.3% |