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 | $90,898 |
Service code 50 · EIN 58-1989031 | Direct Payment | $29,044 |
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 | $55,943 | $48,277+15.9% | $63,517-11.9% | $55,191+1.4% |
| Participation rate | 91.1% | 69.4%+21.7pp | 71.0%+20.0pp | 69.2%+21.9pp |
| Annual return | 71.97% | 2.37%+69.6pp | -70.30%+142.3pp | 10.78%+61.2pp |
| Employer contribution / active EE | $1,441 | $1,592-9.5% | $2,322-37.9% | $1,899-24.1% |
| Participant deferral / active EE | $3,043 | $2,432+25.1% | $2,953+3.0% | $3,046-0.1% |
| Admin fee / account holder | $142 | $86+65.3% | $5,892-97.6% | $91+56.6% |