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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $14,023 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $9,073 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,138 | $55,415-40.2% | $155,509-78.7% | $74,495-55.5% |
| Participation rate | 90.7% | 61.9%+28.8pp | 78.2%+12.5pp | 67.2%+23.5pp |
| Annual return | 11.75% | 268.50%-256.7pp | 64.67%-52.9pp | 1364.94%-1353.2pp |
| Employer contribution / active EE | $2,533 | $2,267+11.7% | $4,672-45.8% | $2,623-3.4% |
| Participant deferral / active EE | $3,212 | $2,836+13.3% | $5,626-42.9% | $4,346-26.1% |
| Admin fee / account holder | $116 | $1,738-93.3% | $15,912-99.3% | $1,942-94.0% |