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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $19,022 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0276690 | Advisory (Plan) | $10,809 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $27,802 | $63,299-56.1% | $91,001-69.4% | $62,292-55.4% |
| Participation rate | 62.6% | 73.3%-10.7pp | 75.6%-13.0pp | 69.5%-7.0pp |
| Annual return | 20.84% | 20.99%-0.2pp | 4.60%+16.2pp | 28.90%-8.1pp |
| Employer contribution / active EE | $642 | $1,807-64.5% | $2,456-73.9% | $2,042-68.6% |
| Participant deferral / active EE | $1,638 | $2,943-44.3% | $3,547-53.8% | $3,169-48.3% |
| Admin fee / account holder | $210 | $468-55.1% | $5,417-96.1% | $479-56.2% |