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 | $51,217 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $44,348 |
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 | $80,886 | $50,127+61.4% | $149,673-46.0% | $80,160+0.9% |
| Participation rate | 97.7% | 64.3%+33.4pp | 78.8%+18.9pp | 72.9%+24.8pp |
| Annual return | 29.03% | 29.82%-0.8pp | 134.42%-105.4pp | 40.38%-11.4pp |
| Employer contribution / active EE | $6,312 | $1,865+238.5% | $4,818+31.0% | $2,978+112.0% |
| Participant deferral / active EE | $6,652 | $3,194+108.3% | $5,680+17.1% | $5,017+32.6% |
| Admin fee / account holder | $78 | $153-49.2% | $13,210-99.4% | $145-46.5% |