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.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $42,477 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,215 |
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 | $107,305 | $62,127+72.7% | $81,382+31.9% | $74,495+44.0% |
| Participation rate | 93.8% | 64.0%+29.8pp | 69.5%+24.3pp | 67.2%+26.6pp |
| Annual return | 12.91% | 16.48%-3.6pp | 24.73%-11.8pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $2,009 | $1,882+6.7% | $2,463-18.4% | $2,623-23.4% |
| Participant deferral / active EE | $8,075 | $3,229+150.1% | $3,883+108.0% | $4,346+85.8% |
| Admin fee / account holder | $10 | $1,934-99.5% | $5,768-99.8% | $1,942-99.5% |