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 | $18,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,188 |
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 | $28,260 | $65,061-56.6% | $143,757-80.3% | $66,914-57.8% |
| Participation rate | 93.8% | 65.2%+28.6pp | 80.3%+13.5pp | 69.8%+24.0pp |
| Annual return | -15.47% | -11.14%-4.3pp | -0.04%-15.4pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,867 | $2,361-20.9% | $4,951-62.3% | $2,544-26.6% |
| Participant deferral / active EE | $3,548 | $2,919+21.6% | $5,637-37.1% | $4,237-16.2% |
| Admin fee / account holder | $16 | $502-96.8% | $14,673-99.9% | $593-97.3% |