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 | $124,163 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS FINANCIAL NETW Service code 27 · EIN 34-1542819 | Advisory (Plan) | $20,591 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $7,926 | $29,369-73.0% | $77,482-89.8% | $73,409-89.2% |
| Participation rate | 94.3% | 37.9%+56.3pp | 54.2%+40.1pp | 72.2%+22.1pp |
| Annual return | 16.70% | 358.15%-341.5pp | 54.79%-38.1pp | 59.29%-42.6pp |
| Employer contribution / active EE | $367 | $406-9.6% | $986-62.8% | $2,234-83.6% |
| Participant deferral / active EE | $1,380 | $941+46.6% | $1,861-25.9% | $3,805-63.7% |
| Admin fee / account holder | $89 | $123-27.6% | $2,858-96.9% | $158-43.7% |