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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,068 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,138 |
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 | $35,218 | $61,272-42.5% | $149,673-76.5% | $71,457-50.7% |
| Participation rate | 98.9% | 62.5%+36.4pp | 78.8%+20.2pp | 67.9%+31.0pp |
| Annual return | 14.59% | 35.85%-21.3pp | 134.42%-119.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,833 | $2,378+61.1% | $4,818-20.4% | $2,588+48.1% |
| Participant deferral / active EE | $4,042 | $2,917+38.5% | $5,680-28.8% | $4,289-5.8% |
| Admin fee / account holder | $19 | $1,261-98.5% | $13,210-99.9% | $1,587-98.8% |