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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $115,840 |
Service code 27 · EIN 26-0058143 | Advisory (Plan) | $51,504 |
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 | $37,125 | $85,135-56.4% | $98,907-62.5% | $73,409-49.4% |
| Participation rate | 87.1% | 81.1%+6.0pp | 76.0%+11.1pp | 72.2%+15.0pp |
| Annual return | 17.82% | 19.14%-1.3pp | 196.43%-178.6pp | 59.29%-41.5pp |
| Employer contribution / active EE | $6,781 | $2,721+149.2% | $2,689+152.2% | $2,234+203.6% |
| Participant deferral / active EE | $2,778 | $4,349-36.1% | $4,244-34.6% | $3,805-27.0% |
| Admin fee / account holder | $129 | $139-7.3% | $6,642-98.1% | $158-18.2% |