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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $102,491 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,600 |
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 | $63,550 | $74,347-14.5% | $93,606-32.1% | $67,579-6.0% |
| Participation rate | 96.9% | 80.6%+16.3pp | 75.8%+21.1pp | 71.3%+25.7pp |
| Annual return | 20.02% | 28.07%-8.1pp | 32.76%-12.7pp | 378.56%-358.5pp |
| Employer contribution / active EE | $1,382 | $2,583-46.5% | $2,718-49.1% | $2,148-35.6% |
| Participant deferral / active EE | $4,357 | $4,060+7.3% | $4,069+7.1% | $3,539+23.1% |
| Admin fee / account holder | $9 | $123-92.6% | $7,888-99.9% | $142-93.6% |