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 9-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 |
|---|---|---|
Service code 15 · EIN 01-0233346 | Recordkeeping | $61,833 |
Service code 26 · EIN 83-2819533 | Advisory (Participants) | $20,463 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS LLC Service code 26 · EIN 34-1542819 | Advisory (Participants) | $13,622 |
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 | $31,713 | $73,404-56.8% | $87,100-63.6% | $67,579-53.1% |
| Participation rate | 96.7% | 80.9%+15.8pp | 76.9%+19.8pp | 71.3%+25.4pp |
| Annual return | 15.95% | 48.29%-32.3pp | 28.19%-12.2pp | 378.56%-362.6pp |
| Employer contribution / active EE | $3,392 | $2,014+68.4% | $2,521+34.5% | $2,148+57.9% |
| Participant deferral / active EE | $2,877 | $3,913-26.5% | $4,049-28.9% | $3,539-18.7% |
| Admin fee / account holder | $221 | $142+56.2% | $7,497-97.0% | $142+55.4% |