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 27 · EIN 23-2384840 | Advisory (Plan) | $41,756 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,300 |
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 | $158,257 | $69,305+128.3% | $82,313+92.3% | $69,631+127.3% |
| Participation rate | 97.7% | 80.3%+17.4pp | 76.9%+20.8pp | 70.7%+27.0pp |
| Annual return | 19.53% | 21.47%-1.9pp | 25.88%-6.3pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $3,491 | $1,887+85.0% | $2,428+43.8% | $2,032+71.8% |
| Participant deferral / active EE | $12,787 | $3,568+258.3% | $3,706+245.0% | $3,224+296.7% |
| Admin fee / account holder | $93 | $97-3.9% | $5,608-98.3% | $110-15.5% |