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.3 years Filed as: WELLS FARGO ADVISORS, LLC Service code 26 · EIN 48-1305000 | Advisory (Participants) | $10,968 |
PCS RETIREMENT, LLC3 years Filed as: PCS RETIREMENT Service code 12 · EIN 23-3038464 | Participant communication; Recordkeep... | $6,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,631 | $29,660-0.1% | $56,411-47.5% | $80,856-63.4% |
| Participation rate | 60.0% | 41.6%+18.4pp | 52.5%+7.5pp | 67.6%-7.6pp |
| Annual return | 13.86% | 35.23%-21.4pp | 1701.33%-1687.5pp | 35.59%-21.7pp |
| Employer contribution / active EE | $2,991 | $669+346.9% | $1,039+188.0% | $2,755+8.6% |
| Participant deferral / active EE | $4,833 | $1,226+294.2% | $1,952+147.6% | $4,296+12.5% |
| Admin fee / account holder | $209 | $2,428-91.4% | $2,829-92.6% | $6,918-97.0% |