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.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,324 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,859 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $99,410 | $39,195+153.6% | $98,755+0.7% | $79,386+25.2% |
| Participation rate | 91.9% | 59.8%+32.1pp | 65.7%+26.2pp | 70.7%+21.2pp |
| Annual return | 14.70% | 19.95%-5.3pp | 49.91%-35.2pp | 116.85%-102.2pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $2,067-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $6,663 | $2,333+185.6% | $3,035+119.5% | $4,046+64.7% |
| Admin fee / account holder | $120 | $365-67.2% | $4,076-97.1% | $626-80.9% |