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 Filed as: WELLS FARGO N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $32,728 |
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 | $36,890 | $64,919-43.2% | $392,568-90.6% | $65,185-43.4% |
| Participation rate | 97.2% | 72.0%+25.2pp | 78.1%+19.2pp | 70.2%+27.0pp |
| Annual return | 22.92% | 26.09%-3.2pp | 24.42%-1.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,342 | $2,374-43.5% | $3,783-64.5% | $2,177-38.4% |
| Participant deferral / active EE | $2,677 | $3,668-27.0% | $5,985-55.3% | $3,514-23.8% |
| Admin fee / account holder | $261 | $634-58.8% | $6,260-95.8% | $847-69.2% |