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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $59,180 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,834 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $125,926 | $71,516+76.1% | $98,439+27.9% | $71,457+76.2% |
| Participation rate | 97.6% | 72.7%+24.9pp | 75.2%+22.5pp | 67.9%+29.7pp |
| Annual return | 12.38% | 32.41%-20.0pp | 21.16%-8.8pp | 28.85%-16.5pp |
| Employer contribution / active EE | $6,558 | $2,399+173.4% | $3,048+115.2% | $2,588+153.4% |
| Participant deferral / active EE | $10,473 | $4,109+154.9% | $4,738+121.1% | $4,289+144.2% |
| Admin fee / account holder | $15 | $1,675-99.1% | $8,948-99.8% | $1,587-99.1% |