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.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 99 · EIN 34-1542819 | Other Fees | $44,863 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $7,750 |
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 | $89,428 | $44,734+99.9% | $99,443-10.1% | $67,579+32.3% |
| Participation rate | 90.2% | 66.2%+24.0pp | 73.8%+16.3pp | 71.3%+18.9pp |
| Annual return | 21.59% | 32.45%-10.9pp | 30.72%-9.1pp | 378.56%-357.0pp |
| Employer contribution / active EE | $1,591 | $1,261+26.2% | $2,540-37.4% | $2,148-25.9% |
| Participant deferral / active EE | $4,712 | $2,731+72.5% | $3,619+30.2% | $3,539+33.1% |
| Admin fee / account holder | $20 | $120-83.1% | $6,250-99.7% | $142-85.8% |