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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $49,470 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $25,309 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,559 | $45,324-48.0% | $122,332-80.7% | $69,631-66.2% |
| Participation rate | 97.2% | 59.9%+37.2pp | 71.6%+25.5pp | 70.7%+26.5pp |
| Annual return | 15.09% | 25.35%-10.3pp | 30.27%-15.2pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $2,300 | $1,230+87.0% | $4,050-43.2% | $2,032+13.2% |
| Participant deferral / active EE | $1,768 | $2,367-25.3% | $3,287-46.2% | $3,224-45.1% |
| Admin fee / account holder | $52 | $87-40.3% | $5,478-99.1% | $110-52.9% |