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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $47,948 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$21,233 |
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 | $118,410 | $88,083+34.4% | $164,813-28.2% | $74,495+59.0% |
| Participation rate | 98.4% | 73.0%+25.3pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 12.13% | 17.26%-5.1pp | 69.93%-57.8pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $5,284 | $2,593+103.8% | $4,341+21.7% | $2,623+101.5% |
| Participant deferral / active EE | $7,401 | $4,498+64.5% | $6,031+22.7% | $4,346+70.3% |
| Admin fee / account holder | $105 | $2,234-95.3% | $12,690-99.2% | $1,942-94.6% |