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 | $14,132 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $13,888 |
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 | $81,355 | $38,075+113.7% | $93,406-12.9% | $73,488+10.7% |
| Participation rate | 92.0% | 56.7%+35.3pp | 66.8%+25.2pp | 70.7%+21.3pp |
| Annual return | 15.32% | 17.59%-2.3pp | 78.05%-62.7pp | 28.51%-13.2pp |
| Employer contribution / active EE | $1,523 | $1,117+36.4% | $2,075-26.6% | $2,270-32.9% |
| Participant deferral / active EE | $5,633 | $2,012+179.9% | $3,126+80.2% | $3,740+50.6% |
| Admin fee / account holder | $96 | $351-72.6% | $5,230-98.2% | $513-81.3% |