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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,680 |
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 | $126,717 | $54,237+133.6% | $90,281+40.4% | $67,579+87.5% |
| Participation rate | 74.7% | 68.6%+6.1pp | 73.3%+1.4pp | 71.3%+3.4pp |
| Annual return | 24.47% | 37.27%-12.8pp | 78.10%-53.6pp | 378.56%-354.1pp |
| Employer contribution / active EE | $3,800 | $1,846+105.8% | $2,854+33.1% | $2,148+76.9% |
| Participant deferral / active EE | $9,224 | $2,625+251.4% | $3,885+137.4% | $3,539+160.6% |
| Admin fee / account holder | $203 | $123+64.6% | $5,351-96.2% | $142+42.7% |