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 Filed as: WELLS FARGO ADVISORS INS AGENCY LLC Service code 49 · EIN 54-0910269 | Other Services | $13,118 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $8,873 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $50,157 | $65,322-23.2% | $70,449-28.8% | $73,488-31.7% |
| Participation rate | 85.3% | 77.0%+8.3pp | 75.1%+10.2pp | 70.7%+14.6pp |
| Annual return | 3.92% | 15.71%-11.8pp | 109.03%-105.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $1,629 | $2,460-33.8% | $2,737-40.5% | $2,270-28.3% |
| Participant deferral / active EE | $2,970 | $3,375-12.0% | $3,709-19.9% | $3,740-20.6% |
| Admin fee / account holder | $79 | $214-63.1% | $3,845-97.9% | $513-84.6% |