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 | $96,078 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $55,454 |
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 | $70,693 | $85,135-17.0% | $98,907-28.5% | $73,409-3.7% |
| Participation rate | 96.6% | 81.1%+15.5pp | 76.0%+20.6pp | 72.2%+24.5pp |
| Annual return | 13.25% | 19.14%-5.9pp | 196.43%-183.2pp | 59.29%-46.0pp |
| Employer contribution / active EE | $1,387 | $2,721-49.0% | $2,689-48.4% | $2,234-37.9% |
| Participant deferral / active EE | $4,727 | $4,349+8.7% | $4,244+11.4% | $3,805+24.2% |
| Admin fee / account holder | $168 | $139+20.4% | $6,642-97.5% | $158+6.2% |