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 9-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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $49,699 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,345 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $98,438 | $56,423+74.5% | $77,163+27.6% | $71,457+37.8% |
| Participation rate | 93.3% | 64.3%+29.0pp | 69.6%+23.8pp | 67.9%+25.4pp |
| Annual return | 16.08% | 19.05%-3.0pp | 37.87%-21.8pp | 28.85%-12.8pp |
| Employer contribution / active EE | $1,831 | $1,866-1.9% | $2,535-27.7% | $2,588-29.2% |
| Participant deferral / active EE | $6,956 | $3,142+121.4% | $3,833+81.5% | $4,289+62.2% |
| Admin fee / account holder | $11 | $1,429-99.3% | $5,472-99.8% | $1,587-99.3% |