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 | $47,381 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $19,880 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $82,465 | $82,202+0.3% | $125,339-34.2% | $64,808+27.2% |
| Participation rate | 71.9% | 77.9%-6.0pp | 82.4%-10.5pp | 71.5%+0.4pp |
| Annual return | -11.69% | 3.48%-15.2pp | 572.05%-583.7pp | 32.82%-44.5pp |
| Employer contribution / active EE | $2,599 | $3,615-28.1% | $4,814-46.0% | $2,506+3.7% |
| Participant deferral / active EE | $6,226 | $7,175-13.2% | $7,446-16.4% | $4,310+44.5% |
| Admin fee / account holder | $356 | $163+118.0% | $10,010-96.4% | $188+89.5% |