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 | $36,129 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,783 | $47,456-85.7% | $172,739-96.1% | $77,787-91.3% |
| Participation rate | 82.9% | 66.3%+16.7pp | 82.6%+0.3pp | 73.2%+9.7pp |
| Annual return | 26.17% | 35.57%-9.4pp | 802.84%-776.7pp | 32.57%-6.4pp |
| Employer contribution / active EE | $220 | $1,574-86.0% | $5,143-95.7% | $2,504-91.2% |
| Participant deferral / active EE | $1,499 | $2,560-41.4% | $5,198-71.2% | $3,967-62.2% |
| Admin fee / account holder | $15 | $81-81.5% | $13,954-99.9% | $100-85.1% |