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.8 years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 55 · EIN 23-2384840 | Other Commissions | $18,117 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $10,807 |
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 | $112,686 | $24,733+355.6% | $69,647+61.8% | $74,495+51.3% |
| Participation rate | 84.2% | 63.5%+20.7pp | 66.5%+17.8pp | 67.2%+17.0pp |
| Annual return | 13.96% | 18.55%-4.6pp | 100.48%-86.5pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,687 | $1,001+168.5% | $1,712+56.9% | $2,623+2.4% |
| Participant deferral / active EE | $6,662 | $1,901+250.5% | $2,886+130.9% | $4,346+53.3% |
| Admin fee / account holder | $68 | $1,892-96.4% | $4,713-98.6% | $1,942-96.5% |