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 27 · EIN 23-2384840 | Advisory (Plan) | $33,765 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,096 |
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 | $189,271 | $73,404+157.8% | $87,100+117.3% | $67,579+180.1% |
| Participation rate | 96.9% | 80.9%+16.1pp | 76.9%+20.0pp | 71.3%+25.6pp |
| Annual return | 22.02% | 48.29%-26.3pp | 28.19%-6.2pp | 378.56%-356.5pp |
| Employer contribution / active EE | $3,660 | $2,014+81.7% | $2,521+45.1% | $2,148+70.4% |
| Participant deferral / active EE | $15,353 | $3,913+292.4% | $4,049+279.2% | $3,539+333.8% |
| Admin fee / account holder | $96 | $142-32.2% | $7,497-98.7% | $142-32.5% |