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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $35,792 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,211 |
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 | $84,605 | $79,171+6.9% | $102,423-17.4% | $74,495+13.6% |
| Participation rate | 81.8% | 74.8%+7.0pp | 76.5%+5.3pp | 67.2%+14.6pp |
| Annual return | 17.03% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $152 | $2,362-93.6% | $3,023-95.0% | $2,623-94.2% |
| Participant deferral / active EE | $3,812 | $4,415-13.7% | $5,053-24.6% | $4,346-12.3% |
| Admin fee / account holder | $202 | $2,001-89.9% | $9,451-97.9% | $1,942-89.6% |