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.3 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 27 · EIN 23-2384840 | Advisory (Plan) | $31,554 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,202 |
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 | $53,911 | $40,174+34.2% | $84,015-35.8% | $67,579-20.2% |
| Participation rate | 89.7% | 62.7%+27.0pp | 69.0%+20.6pp | 71.3%+18.4pp |
| Annual return | 21.01% | 25.82%-4.8pp | 71.31%-50.3pp | 378.56%-357.5pp |
| Employer contribution / active EE | $1,007 | $808+24.7% | $1,983-49.2% | $2,148-53.1% |
| Participant deferral / active EE | $3,411 | $2,301+48.2% | $3,239+5.3% | $3,539-3.6% |
| Admin fee / account holder | $110 | $128-14.2% | $6,101-98.2% | $142-22.6% |