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 | $17,283 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,031 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,582 | $61,156-51.6% | $185,823-84.1% | $79,386-62.7% |
| Participation rate | 96.8% | 66.6%+30.2pp | 81.7%+15.1pp | 70.7%+26.1pp |
| Annual return | 11.26% | 19.45%-8.2pp | 122.05%-110.8pp | 116.85%-105.6pp |
| Employer contribution / active EE | $2,537 | $2,321+9.3% | $5,167-50.9% | $2,427+4.5% |
| Participant deferral / active EE | $3,438 | $2,789+23.3% | $5,568-38.2% | $4,046-15.0% |
| Admin fee / account holder | $15 | $710-97.9% | $16,237-99.9% | $626-97.7% |