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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,640 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $20,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,029 | $78,485-35.0% | $106,213-52.0% | $74,495-31.5% |
| Participation rate | 63.6% | 72.8%-9.2pp | 75.3%-11.7pp | 67.2%-3.6pp |
| Annual return | 46.44% | 15.95%+30.5pp | 116.14%-69.7pp | 1364.94%-1318.5pp |
| Employer contribution / active EE | $825 | $2,523-67.3% | $3,171-74.0% | $2,623-68.6% |
| Participant deferral / active EE | $4,104 | $4,322-5.1% | $5,016-18.2% | $4,346-5.6% |
| Admin fee / account holder | $255 | $2,232-88.6% | $11,033-97.7% | $1,942-86.9% |