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 6-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.2 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $24,174 |
Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061991268 | Advisory (Participants) | $3,022 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,565 | $64,119-13.3% | $112,228-50.5% | $66,914-17.0% |
| Participation rate | 27.9% | 68.5%-40.6pp | 75.1%-47.2pp | 69.8%-41.9pp |
| Annual return | -17.89% | -13.81%-4.1pp | 27.45%-45.3pp | 1.58%-19.5pp |
| Employer contribution / active EE | $921 | $3,005-69.4% | $3,635-74.7% | $2,544-63.8% |
| Participant deferral / active EE | $1,709 | $3,693-53.7% | $4,728-63.9% | $4,237-59.7% |
| Admin fee / account holder | $68 | $625-89.1% | $6,410-98.9% | $593-88.5% |