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 Service code 99 · EIN 34-1542819 | Other Fees | $74,748 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,800 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $99,543 | $55,214+80.3% | $104,607-4.8% | $73,488+35.5% |
| Participation rate | 90.8% | 67.8%+23.0pp | 74.1%+16.8pp | 70.7%+20.2pp |
| Annual return | 15.65% | 24.79%-9.1pp | 340.46%-324.8pp | 28.51%-12.9pp |
| Employer contribution / active EE | $2,050 | $1,468+39.6% | $2,681-23.5% | $2,270-9.7% |
| Participant deferral / active EE | $5,298 | $2,925+81.1% | $3,740+41.7% | $3,740+41.7% |
| Admin fee / account holder | $15 | $424-96.5% | $6,473-99.8% | $513-97.1% |