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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $50,607 |
WELLS FARGO BANK, N.A.8+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $34,000 |
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 | $237,853 | $99,078+140.1% | $96,544+146.4% | $74,419+219.6% |
| Participation rate | 99.1% | 80.7%+18.5pp | 76.0%+23.2pp | 70.7%+28.4pp |
| Annual return | 19.79% | 22.48%-2.7pp | 25.84%-6.1pp | 34.38%-14.6pp |
| Employer contribution / active EE | $5,935 | $2,570+130.9% | $2,965+100.2% | $2,637+125.0% |
| Participant deferral / active EE | $19,480 | $4,933+294.9% | $4,851+301.6% | $4,528+330.2% |
| Admin fee / account holder | $163 | $225-27.3% | $8,252-98.0% | $348-53.0% |