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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $85,208 |
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 | $66,975 | $60,545+10.6% | $92,233-27.4% | $69,631-3.8% |
| Participation rate | 98.9% | 72.2%+26.7pp | 76.5%+22.4pp | 70.7%+28.2pp |
| Annual return | 14.00% | 19.71%-5.7pp | 176.28%-162.3pp | 27571.02%-27557.0pp |
| Employer contribution / active EE | $2,368 | $2,633-10.1% | $3,679-35.7% | $2,032+16.5% |
| Participant deferral / active EE | $4,055 | $2,828+43.4% | $3,897+4.1% | $3,224+25.8% |
| Admin fee / account holder | $283 | $145+95.6% | $5,194-94.5% | $110+156.4% |