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 9-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 27 · EIN 23-2384840 | Advisory (Plan) | $30,078 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,169 |
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 | $74,870 | $76,050-1.6% | $96,544-22.4% | $71,457+4.8% |
| Participation rate | 85.0% | 74.4%+10.6pp | 76.0%+9.0pp | 67.9%+17.1pp |
| Annual return | 23.47% | 22.81%+0.7pp | 25.84%-2.4pp | 28.85%-5.4pp |
| Employer contribution / active EE | $214 | $2,244-90.5% | $2,965-92.8% | $2,588-91.7% |
| Participant deferral / active EE | $3,657 | $4,215-13.3% | $4,851-24.6% | $4,289-14.7% |
| Admin fee / account holder | $137 | $2,707-94.9% | $8,252-98.3% | $1,587-91.4% |