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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $19,073 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,701 |
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 | $87,214 | $28,601+204.9% | $71,735+21.6% | $66,914+30.3% |
| Participation rate | 93.7% | 56.7%+37.0pp | 62.3%+31.4pp | 69.8%+23.9pp |
| Annual return | -17.87% | -10.90%-7.0pp | 9.14%-27.0pp | 1.58%-19.5pp |
| Employer contribution / active EE | $2,818 | $1,104+155.2% | $1,704+65.4% | $2,544+10.7% |
| Participant deferral / active EE | $7,073 | $1,912+270.0% | $2,658+166.1% | $4,237+66.9% |
| Admin fee / account holder | $135 | $506-73.4% | $3,974-96.6% | $593-77.3% |