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.5+ years Filed as: WELLS FARGO ADVISORS FIN NETWORK LL Service code 27 1 NORTH JEFFERSON AVE · ST LOUIS, MO 63103 | Advisory (Plan) | $24,636 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,756 |
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 | $21,624 | $52,953-59.2% | $172,739-87.5% | $65,185-66.8% |
| Participation rate | 99.5% | 66.2%+33.3pp | 82.6%+16.8pp | 70.2%+29.3pp |
| Annual return | 19.32% | 30.12%-10.8pp | 802.84%-783.5pp | 29.38%-10.1pp |
| Employer contribution / active EE | $1,840 | $2,190-16.0% | $5,143-64.2% | $2,177-15.5% |
| Participant deferral / active EE | $3,310 | $2,471+34.0% | $5,198-36.3% | $3,514-5.8% |
| Admin fee / account holder | $96 | $472-79.6% | $13,954-99.3% | $847-88.6% |