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.3 years Filed as: WELLS FARGO CLEARAING SVCS (WF ADVS Service code 27 | Advisory (Plan) | $20,498 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SVCS (WF ADVS) Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,474 |
Filed as: DYATECH, LLC Service code 13 | Contract Administrator | $14,963 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $4,953 |
Filed as: DYATECH LLC Service code 13 · EIN 64-0936231 | Contract Administrator | $1,121 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
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 | $44,309 | $84,487-47.6% | $125,339-64.6% | $66,914-33.8% |
| Participation rate | 74.1% | 76.4%-2.3pp | 82.4%-8.3pp | 69.8%+4.3pp |
| Annual return | -14.86% | -8.39%-6.5pp | 572.05%-586.9pp | 1.58%-16.4pp |
| Employer contribution / active EE | $3,299 | $3,553-7.1% | $4,814-31.5% | $2,544+29.7% |
| Participant deferral / active EE | $7,150 | $6,781+5.4% | $7,446-4.0% | $4,237+68.8% |
| Admin fee / account holder | $94 | $685-86.2% | $10,010-99.1% | $593-84.1% |