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 | $112,608 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $73,605 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $75,237 | $93,131-19.2% | $106,548-29.4% | $86,799-13.3% |
| Participation rate | 94.7% | 81.4%+13.3pp | 76.1%+18.6pp | 72.3%+22.5pp |
| Annual return | 10.60% | 19.45%-8.8pp | 26.80%-16.2pp | 97.91%-87.3pp |
| Employer contribution / active EE | $1,498 | $2,895-48.3% | $2,819-46.9% | $2,405-37.7% |
| Participant deferral / active EE | $5,206 | $4,708+10.6% | $4,398+18.4% | $4,131+26.0% |
| Admin fee / account holder | $210 | $145+44.9% | $7,407-97.2% | $170+24.0% |