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.7 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $19,226 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,203 |
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 | $99,896 | $27,827+259.0% | $65,255+53.1% | $71,457+39.8% |
| Participation rate | 96.0% | 57.6%+38.4pp | 65.0%+31.0pp | 67.9%+28.0pp |
| Annual return | 17.30% | 41.58%-24.3pp | 47.35%-30.1pp | 28.85%-11.5pp |
| Employer contribution / active EE | $2,895 | $1,405+106.1% | $1,691+71.2% | $2,588+11.9% |
| Participant deferral / active EE | $7,007 | $1,861+276.5% | $2,831+147.5% | $4,289+63.4% |
| Admin fee / account holder | $121 | $3,850-96.9% | $4,112-97.1% | $1,587-92.4% |