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 | $11,569 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $9,390 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $20,683 | $80,717-74.4% | $154,803-86.6% | $84,808-75.6% |
| Participation rate | 78.6% | 66.8%+11.8pp | 78.1%+0.5pp | 68.3%+10.3pp |
| Annual return | 10.77% | 37.96%-27.2pp | 58.88%-48.1pp | 40.90%-30.1pp |
| Employer contribution / active EE | $1,736 | $2,761-37.1% | $4,305-59.7% | $2,631-34.0% |
| Participant deferral / active EE | $1,988 | $3,303-39.8% | $5,540-64.1% | $4,212-52.8% |
| Admin fee / account holder | $198 | $6,746-97.1% | $14,329-98.6% | $7,344-97.3% |