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 Service code 15 · EIN 94-1347393 | Recordkeeping | $123,397 |
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 | $121,876 | $74,347+63.9% | $93,606+30.2% | $67,579+80.3% |
| Participation rate | 95.8% | 80.6%+15.2pp | 75.8%+20.0pp | 71.3%+24.5pp |
| Annual return | 22.87% | 28.07%-5.2pp | 32.76%-9.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $3,857 | $2,583+49.3% | $2,718+41.9% | $2,148+79.6% |
| Participant deferral / active EE | $6,172 | $4,060+52.0% | $4,069+51.7% | $3,539+74.4% |
| Admin fee / account holder | $31 | $123-74.7% | $7,888-99.6% | $142-78.2% |