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 Filed as: WELLS FARGO ADVISORS Service code 27 · EIN 23-2384840 | Advisory (Plan) | $49,356 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 99 · EIN 22-1211670 | Other Fees | $8,034 |
Service code 29 · EIN 81-0932795 | Legal | $1,024 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $48,324 | $71,666-32.6% | $117,854-59.0% | $69,631-30.6% |
| Participation rate | 100.0% | 77.5%+22.5pp | 79.7%+20.3pp | 70.7%+29.3pp |
| Annual return | 12.98% | 18.86%-5.9pp | 335.08%-322.1pp | 27571.02%-27558.0pp |
| Employer contribution / active EE | $598 | $1,889-68.3% | $3,786-84.2% | $2,032-70.6% |
| Participant deferral / active EE | $2,065 | $3,340-38.2% | $4,482-53.9% | $3,224-35.9% |
| Admin fee / account holder | $9 | $120-92.7% | $8,020-99.9% | $110-92.0% |