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 |
|---|---|---|
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $42,903 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $3,815 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,997 | $47,898-81.2% | $117,472-92.3% | $64,808-86.1% |
| Participation rate | 87.4% | 61.9%+25.5pp | 70.6%+16.8pp | 71.5%+15.9pp |
| Annual return | -16.66% | -15.54%-1.1pp | 29.74%-46.4pp | 32.82%-49.5pp |
| Employer contribution / active EE | $1,103 | $1,774-37.8% | $4,176-73.6% | $2,506-56.0% |
| Participant deferral / active EE | $1,520 | $3,151-51.7% | $4,070-62.6% | $4,310-64.7% |
| Admin fee / account holder | $84 | $132-35.9% | $5,645-98.5% | $188-55.0% |