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 5-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 60 · EIN 04-2647786 | Sub-TA Fees | $70,974 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $65,550 |
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 | $73,464 | $46,292+58.7% | $143,757-48.9% | $64,808+13.4% |
| Participation rate | 99.4% | 64.2%+35.2pp | 80.3%+19.1pp | 71.5%+28.0pp |
| Annual return | -10.52% | -10.05%-0.5pp | -0.04%-10.5pp | 32.82%-43.3pp |
| Employer contribution / active EE | $5,862 | $1,910+207.0% | $4,951+18.4% | $2,506+133.9% |
| Participant deferral / active EE | $5,704 | $2,646+115.6% | $5,637+1.2% | $4,310+32.3% |
| Admin fee / account holder | $131 | $154-14.8% | $14,673-99.1% | $188-30.2% |