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 | $44,957 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $39,072 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $177,045 | $72,607+143.8% | $90,749+95.1% | $66,914+164.6% |
| Participation rate | 92.8% | 73.7%+19.1pp | 75.7%+17.1pp | 69.8%+23.0pp |
| Annual return | -14.41% | -12.28%-2.1pp | -12.16%-2.2pp | 1.58%-16.0pp |
| Employer contribution / active EE | $11,700 | $2,369+394.0% | $2,921+300.6% | $2,544+359.9% |
| Participant deferral / active EE | $4,768 | $3,977+19.9% | $4,564+4.5% | $4,237+12.5% |
| Admin fee / account holder | $580 | $707-18.1% | $8,445-93.1% | $593-2.3% |