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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $40,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $34,552 | $62,324-44.6% | $68,509-49.6% | $55,191-37.4% |
| Participation rate | 65.5% | 78.9%-13.3pp | 74.7%-9.2pp | 69.2%-3.6pp |
| Annual return | -0.26% | 4.26%-4.5pp | 8.27%-8.5pp | 10.78%-11.0pp |
| Employer contribution / active EE | $720 | $2,223-67.6% | $2,278-68.4% | $1,899-62.1% |
| Participant deferral / active EE | $2,002 | $3,425-41.5% | $3,382-40.8% | $3,046-34.3% |
| Admin fee / account holder | $59 | $91-34.9% | $5,275-98.9% | $91-34.5% |