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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,785 |
WELLS FARGO BANK, N.A.2+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,603 |
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 | $36,255 | $55,453-34.6% | $170,442-78.7% | $62,292-41.8% |
| Participation rate | 98.6% | 66.4%+32.2pp | 83.6%+15.0pp | 69.5%+29.0pp |
| Annual return | 16.38% | 21.38%-5.0pp | 205.93%-189.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $2,647 | $2,164+22.4% | $5,433-51.3% | $2,042+29.6% |
| Participant deferral / active EE | $4,198 | $2,303+82.3% | $4,939-15.0% | $3,169+32.5% |
| Admin fee / account holder | $251 | $455-44.9% | $13,880-98.2% | $479-47.7% |