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.2 years Filed as: WELL FARGO BANK, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $40,003 |
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 | $45,148 | $67,703-33.3% | $127,761-64.7% | $65,185-30.7% |
| Participation rate | 99.1% | 74.5%+24.6pp | 79.0%+20.1pp | 70.2%+28.9pp |
| Annual return | 14.08% | 24.36%-10.3pp | 26.14%-12.1pp | 29.38%-15.3pp |
| Employer contribution / active EE | $5,129 | $3,724+37.8% | $4,574+12.1% | $2,177+135.7% |
| Participant deferral / active EE | $4,298 | $4,787-10.2% | $6,021-28.6% | $3,514+22.3% |
| Admin fee / account holder | $265 | $618-57.2% | $9,395-97.2% | $847-68.8% |