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 | $236,253 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,191 | $74,498-83.6% | $94,224-87.1% | $59,188-79.4% |
| Participation rate | 91.9% | 76.8%+15.1pp | 78.8%+13.1pp | 69.4%+22.4pp |
| Annual return | 7.43% | 2.76%+4.7pp | 10.68%-3.3pp | 5.51%+1.9pp |
| Employer contribution / active EE | $2,022 | $2,077-2.7% | $3,587-43.6% | $2,098-3.6% |
| Participant deferral / active EE | $2,796 | $3,433-18.5% | $4,320-35.3% | $3,265-14.4% |
| Admin fee / account holder | $62 | $103-40.0% | $6,269-99.0% | $92-33.0% |