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.6 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $45,012 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,758 |
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 | $102,878 | $86,655+18.7% | $119,609-14.0% | $66,914+53.7% |
| Participation rate | 97.1% | 75.6%+21.5pp | 79.3%+17.9pp | 69.8%+27.3pp |
| Annual return | -14.64% | -8.00%-6.6pp | -14.97%+0.3pp | 1.58%-16.2pp |
| Employer contribution / active EE | $5,379 | $2,536+112.1% | $4,232+27.1% | $2,544+111.4% |
| Participant deferral / active EE | $7,837 | $4,358+79.8% | $5,602+39.9% | $4,237+85.0% |
| Admin fee / account holder | $224 | $755-70.3% | $10,323-97.8% | $593-62.2% |