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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $19,057 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,587 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,713 | $69,305-31.2% | $82,313-42.0% | $69,631-31.5% |
| Participation rate | 68.1% | 80.3%-12.2pp | 76.9%-8.8pp | 70.7%-2.6pp |
| Annual return | 25.90% | 21.47%+4.4pp | 25.88%0pp | 27571.02%-27545.1pp |
| Employer contribution / active EE | $1,140 | $1,887-39.5% | $2,428-53.0% | $2,032-43.9% |
| Participant deferral / active EE | $5,361 | $3,568+50.2% | $3,706+44.7% | $3,224+66.3% |
| Admin fee / account holder | $151 | $97+55.3% | $5,608-97.3% | $110+36.7% |