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 7-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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $46,309 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,409 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,298 | $69,823-25.1% | $77,163-32.2% | $74,419-29.7% |
| Participation rate | 66.7% | 70.0%-3.3pp | 69.6%-2.9pp | 70.7%-4.1pp |
| Annual return | 18.40% | 19.98%-1.6pp | 37.87%-19.5pp | 34.38%-16.0pp |
| Employer contribution / active EE | $230 | $2,150-89.3% | $2,535-90.9% | $2,637-91.3% |
| Participant deferral / active EE | $1,762 | $3,558-50.5% | $3,833-54.0% | $4,528-61.1% |
| Admin fee / account holder | $109 | $398-72.5% | $5,472-98.0% | $348-68.6% |