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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,107 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,269 | $85,135-33.9% | $98,907-43.1% | $73,409-23.3% |
| Participation rate | 85.2% | 81.1%+4.1pp | 76.0%+9.2pp | 72.2%+13.0pp |
| Annual return | 17.59% | 19.14%-1.6pp | 196.43%-178.8pp | 59.29%-41.7pp |
| Employer contribution / active EE | $1,191 | $2,721-56.2% | $2,689-55.7% | $2,234-46.7% |
| Participant deferral / active EE | $2,814 | $4,349-35.3% | $4,244-33.7% | $3,805-26.1% |
| Admin fee / account holder | $21 | $139-85.1% | $6,642-99.7% | $158-86.9% |