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 | $117,778 |
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 | $140,697 | $85,135+65.3% | $98,907+42.3% | $73,409+91.7% |
| Participation rate | 95.4% | 81.1%+14.2pp | 76.0%+19.4pp | 72.2%+23.2pp |
| Annual return | 19.07% | 19.14%-0.1pp | 196.43%-177.4pp | 59.29%-40.2pp |
| Employer contribution / active EE | $4,107 | $2,721+51.0% | $2,689+52.8% | $2,234+83.9% |
| Participant deferral / active EE | $6,488 | $4,349+49.2% | $4,244+52.9% | $3,805+70.5% |
| Admin fee / account holder | $33 | $139-76.5% | $6,642-99.5% | $158-79.3% |