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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $67,464 |
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 | $63,202 | $107,378-41.1% | $108,579-41.8% | $57,658+9.6% |
| Participation rate | 97.6% | 77.1%+20.5pp | 79.6%+18.1pp | 70.2%+27.4pp |
| Annual return | 10.14% | 12.80%-2.7pp | -51.70%+61.8pp | 5.13%+5.0pp |
| Employer contribution / active EE | $2,488 | $1,782+39.7% | $3,758-33.8% | $1,974+26.1% |
| Participant deferral / active EE | $3,092 | $3,221-4.0% | $4,311-28.3% | $3,061+1.0% |
| Admin fee / account holder | $245 | $108+125.5% | $7,645-96.8% | $95+158.8% |