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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $99,994 |
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 | $105,673 | $74,024+42.8% | $77,999+35.5% | $57,658+83.3% |
| Participation rate | 83.7% | 79.7%+4.0pp | 75.5%+8.2pp | 70.2%+13.5pp |
| Annual return | 7.16% | 12.14%-5.0pp | 425.96%-418.8pp | 5.13%+2.0pp |
| Employer contribution / active EE | $3,173 | $2,365+34.1% | $2,470+28.4% | $1,974+60.7% |
| Participant deferral / active EE | $5,060 | $3,533+43.2% | $3,497+44.7% | $3,061+65.3% |
| Admin fee / account holder | $123 | $93+32.1% | $5,480-97.8% | $95+30.3% |