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 THOMAS, LLC2 years Filed as: WELLS THOMAS LLC Service code 49 · EIN 26-0228640 | Other Services | $7,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $150,417 | $61,272+145.5% | $149,673+0.5% | $71,457+110.5% |
| Participation rate | 67.8% | 62.5%+5.3pp | 78.8%-11.0pp | 67.9%-0.1pp |
| Annual return | 18.52% | 35.85%-17.3pp | 134.42%-115.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $4,253 | $2,378+78.8% | $4,818-11.7% | $2,588+64.4% |
| Participant deferral / active EE | $13,331 | $2,917+357.0% | $5,680+134.7% | $4,289+210.8% |
| Admin fee / account holder | $6 | $1,261-99.5% | $13,210-100.0% | $1,587-99.6% |