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 9-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 13 · EIN 42-0127290 | Contract Administrator | $62,747 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 93-0587572 | Advisory (Plan) | $22,018 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $115,273 | $61,272+88.1% | $149,673-23.0% | $71,457+61.3% |
| Participation rate | 72.2% | 62.5%+9.7pp | 78.8%-6.5pp | 67.9%+4.3pp |
| Annual return | 18.45% | 35.85%-17.4pp | 134.42%-116.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $5,767 | $2,378+142.5% | $4,818+19.7% | $2,588+122.9% |
| Participant deferral / active EE | $4,786 | $2,917+64.1% | $5,680-15.7% | $4,289+11.6% |
| Admin fee / account holder | $437 | $1,261-65.4% | $13,210-96.7% | $1,587-72.5% |