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 37 · EIN 04-2647786 | Loan Processing | $19,528 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SVCS. Service code 27 · EIN 23-2384840 | Advisory (Plan) | $18,594 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $114,728 | $85,766+33.8% | $136,294-15.8% | $70,131+63.6% |
| Participation rate | 96.4% | 74.2%+22.2pp | 81.9%+14.5pp | 69.5%+26.8pp |
| Annual return | 26.09% | 31.45%-5.4pp | 5155.94%-5129.8pp | 73.14%-47.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,734 | $5,051+33.3% | $6,247+7.8% | $3,332+102.1% |
| Admin fee / account holder | $343 | $5,420-93.7% | $9,243-96.3% | $4,645-92.6% |