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 | $44,478 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $35,826 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,577 | $71,516+170.7% | $98,439+96.6% | $71,457+170.9% |
| Participation rate | 96.2% | 72.7%+23.5pp | 75.2%+21.1pp | 67.9%+28.3pp |
| Annual return | 14.51% | 32.41%-17.9pp | 21.16%-6.6pp | 28.85%-14.3pp |
| Employer contribution / active EE | $7,914 | $2,399+229.9% | $3,048+159.7% | $2,588+205.9% |
| Participant deferral / active EE | $4,718 | $4,109+14.8% | $4,738-0.4% | $4,289+10.0% |
| Admin fee / account holder | $536 | $1,675-68.0% | $8,948-94.0% | $1,587-66.3% |