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.1 year Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 16 · EIN 34-1542819 | Consulting | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$44,862 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $78,612 | $82,202-4.4% | $125,339-37.3% | $64,808+21.3% |
| Participation rate | 81.0% | 77.9%+3.2pp | 82.4%-1.3pp | 71.5%+9.6pp |
| Annual return | -19.65% | 3.48%-23.1pp | 572.05%-591.7pp | 32.82%-52.5pp |
| Employer contribution / active EE | $2,961 | $3,615-18.1% | $4,814-38.5% | $2,506+18.2% |
| Participant deferral / active EE | $10,798 | $7,175+50.5% | $7,446+45.0% | $4,310+150.5% |
| Admin fee / account holder | -$28 | $163-117.2% | $10,010-100.3% | $188-115.0% |