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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $33,422 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $16,094 |
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 | $29,634 | $47,977-38.2% | $154,107-80.8% | $56,287-47.4% |
| Participation rate | 98.3% | 66.2%+32.1pp | 83.0%+15.2pp | 69.9%+28.4pp |
| Annual return | -5.15% | 3.54%-8.7pp | 735.12%-740.3pp | -9.96%+4.8pp |
| Employer contribution / active EE | $2,390 | $2,169+10.2% | $5,298-54.9% | $2,111+13.2% |
| Participant deferral / active EE | $4,338 | $2,392+81.3% | $5,081-14.6% | $3,350+29.5% |
| Admin fee / account holder | $257 | $438-41.5% | $13,411-98.1% | $521-50.8% |