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 | $27,814 |
WELLS FARGO BANK, N.A.2 years Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 56-0898180 | Advisory (Plan) | $12,520 |
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 | $17,540 | $44,059-60.2% | $71,671-75.5% | $69,631-74.8% |
| Participation rate | 70.9% | 60.8%+10.2pp | 68.7%+2.2pp | 70.7%+0.3pp |
| Annual return | 24.35% | 21.97%+2.4pp | 20.65%+3.7pp | 27571.02%-27546.7pp |
| Employer contribution / active EE | $1,355 | $1,305+3.8% | $2,460-44.9% | $2,032-33.3% |
| Participant deferral / active EE | $2,325 | $2,370-1.9% | $3,438-32.4% | $3,224-27.9% |
| Admin fee / account holder | $134 | $108+24.4% | $5,558-97.6% | $110+21.3% |