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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $307 |
WELLS FARGO BANK, N.A.1+ years Filed as: WELLS FARGO CLEARING SERVICES LLC Service code 61 · EIN 23-2384840 | Finders' fees / placement fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $93,278 | $46,732+99.6% | $156,549-40.4% | $55,167+69.1% |
| Participation rate | 77.9% | 65.8%+12.1pp | 84.0%-6.1pp | 69.0%+8.9pp |
| Annual return | 6.97% | 17.72%-10.7pp | 32.23%-25.3pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,409 | $2,105+14.4% | $5,501-56.2% | $1,963+22.7% |
| Participant deferral / active EE | $4,641 | $2,204+110.5% | $4,871-4.7% | $3,054+51.9% |
| Admin fee / account holder | $1 | $418-99.8% | $13,027-100.0% | $504-99.8% |