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.1 year Filed as: WELL FARGO BANK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $36,292 |
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 | $40,271 | $60,396-33.3% | $111,392-63.8% | $56,287-28.5% |
| Participation rate | 99.1% | 72.4%+26.7pp | 78.9%+20.2pp | 69.9%+29.2pp |
| Annual return | -5.00% | 20.26%-25.3pp | -2.06%-2.9pp | -9.96%+5.0pp |
| Employer contribution / active EE | $5,029 | $3,459+45.4% | $4,328+16.2% | $2,111+138.2% |
| Participant deferral / active EE | $3,696 | $4,421-16.4% | $5,567-33.6% | $3,350+10.3% |
| Admin fee / account holder | $261 | $610-57.1% | $12,266-97.9% | $521-49.8% |