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 9-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 | $16,959 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $5,552 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,280 | $46,732-39.5% | $156,549-81.9% | $55,167-48.7% |
| Participation rate | 98.6% | 65.8%+32.8pp | 84.0%+14.6pp | 69.0%+29.6pp |
| Annual return | -32.08% | 17.72%-49.8pp | 32.23%-64.3pp | 169.23%-201.3pp |
| Employer contribution / active EE | $3,350 | $2,105+59.1% | $5,501-39.1% | $1,963+70.7% |
| Participant deferral / active EE | $3,976 | $2,204+80.4% | $4,871-18.4% | $3,054+30.2% |
| Admin fee / account holder | $151 | $418-63.9% | $13,027-98.8% | $504-70.0% |