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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $14,067 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 ATTN ANN COMM DEPT · SIOUX FALLS, SD 57104 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,868 | $35,949-47.5% | $88,538-78.7% | $65,185-71.1% |
| Participation rate | 43.5% | 56.4%-12.9pp | 68.7%-25.2pp | 70.2%-26.7pp |
| Annual return | 28.38% | 47.52%-19.1pp | 43.64%-15.3pp | 29.38%-1.0pp |
| Employer contribution / active EE | $757 | $1,047-27.7% | $2,098-63.9% | $2,177-65.2% |
| Participant deferral / active EE | $1,264 | $1,870-32.4% | $2,914-56.6% | $3,514-64.0% |
| Admin fee / account holder | $124 | $496-74.9% | $4,310-97.1% | $847-85.3% |