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 55 · EIN 23-2384840 | Other Commissions | $37,357 |
Service code 37 · EIN 04-2647786 | Loan Processing | $7,981 |
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 | $52,887 | $35,485+49.0% | $74,550-29.1% | $55,725-5.1% |
| Participation rate | 83.6% | 62.5%+21.1pp | 69.1%+14.5pp | 70.9%+12.7pp |
| Annual return | -5.46% | 0.72%-6.2pp | 32.53%-38.0pp | 244.93%-250.4pp |
| Employer contribution / active EE | $1,189 | $777+52.9% | $1,961-39.4% | $2,078-42.8% |
| Participant deferral / active EE | $3,397 | $2,181+55.7% | $3,108+9.3% | $3,356+1.2% |
| Admin fee / account holder | $31 | $114-72.8% | $5,060-99.4% | $115-73.0% |