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 Filed as: WELLS FARGO ADVISORS Service code 99 · EIN 34-1542819 | Other Fees | $8,800 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,393 | $73,102-66.6% | $123,544-80.3% | $56,287-56.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 82.3%-15.6pp | 69.9%-3.2pp |
| Annual return | -7.91% | 3.01%-10.9pp | 119.20%-127.1pp | -9.96%+2.0pp |
| Employer contribution / active EE | $2,439 | $2,977-18.1% | $4,628-47.3% | $2,111+15.5% |
| Participant deferral / active EE | $5,359 | $5,423-1.2% | $6,426-16.6% | $3,350+60.0% |
| Admin fee / account holder | $29 | $554-94.7% | $9,284-99.7% | $521-94.4% |