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.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $53,269 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,720 |
NATIONAL FINANCIAL SERVICES3+ years Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $0 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,099 | $41,256-44.0% | $86,590-73.3% | $77,958-70.4% |
| Participation rate | 57.1% | 63.0%-5.9pp | 73.5%-16.5pp | 71.6%-14.6pp |
| Annual return | 31.43% | 17.67%+13.8pp | 964.84%-933.4pp | 20.87%+10.6pp |
| Employer contribution / active EE | $68 | $1,613-95.8% | $2,839-97.6% | $2,310-97.1% |
| Participant deferral / active EE | $4,380 | $2,332+87.8% | $3,609+21.4% | $3,537+23.9% |
| Admin fee / account holder | $45 | $71-36.1% | $4,906-99.1% | $97-53.6% |