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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $43,883 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$30,834 |
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 | $118,013 | $82,978+42.2% | $129,995-9.2% | $71,457+65.2% |
| Participation rate | 96.0% | 74.1%+21.9pp | 78.5%+17.5pp | 67.9%+28.0pp |
| Annual return | 14.46% | 20.60%-6.1pp | -137.18%+151.6pp | 28.85%-14.4pp |
| Employer contribution / active EE | $5,638 | $2,622+115.1% | $4,320+30.5% | $2,588+117.9% |
| Participant deferral / active EE | $7,655 | $4,432+72.7% | $5,820+31.5% | $4,289+78.5% |
| Admin fee / account holder | $55 | $1,729-96.8% | $10,614-99.5% | $1,587-96.5% |