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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $57,587 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,763 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,931 | $79,428+35.9% | $106,548+1.3% | $79,386+36.0% |
| Participation rate | 99.1% | 74.1%+25.0pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 9.13% | 18.27%-9.1pp | 26.80%-17.7pp | 116.85%-107.7pp |
| Employer contribution / active EE | $4,152 | $2,234+85.8% | $2,819+47.3% | $2,427+71.0% |
| Participant deferral / active EE | $7,947 | $3,823+107.9% | $4,398+80.7% | $4,046+96.4% |
| Admin fee / account holder | $13 | $523-97.5% | $7,407-99.8% | $626-97.9% |