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 Service code 15 · EIN 94-1347393 | Recordkeeping | $38,733 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $25,494 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $42,080 | $59,186-28.9% | $76,768-45.2% | $56,287-25.2% |
| Participation rate | 79.6% | 75.2%+4.4pp | 77.0%+2.7pp | 69.9%+9.8pp |
| Annual return | 3.08% | 6.62%-3.5pp | 2.43%+0.7pp | -9.96%+13.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,485-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,411 | $3,255-25.9% | $3,852-37.4% | $3,350-28.0% |
| Admin fee / account holder | $226 | $489-53.8% | $6,675-96.6% | $521-56.6% |