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 | $17,525 |
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 | $33,192 | $64,909-48.9% | $82,313-59.7% | $62,292-46.7% |
| Participation rate | 88.3% | 74.9%+13.4pp | 76.9%+11.4pp | 69.5%+18.8pp |
| Annual return | 18.53% | 21.18%-2.7pp | 25.88%-7.3pp | 28.90%-10.4pp |
| Employer contribution / active EE | $1,088 | $1,676-35.1% | $2,428-55.2% | $2,042-46.7% |
| Participant deferral / active EE | $2,774 | $3,103-10.6% | $3,706-25.1% | $3,169-12.5% |
| Admin fee / account holder | $107 | $440-75.7% | $5,608-98.1% | $479-77.8% |