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.7+ years Filed as: WELLS FARGO ADVISORS Service code 27 11682 EL CAMINO REAL, STE 11 · SAN DIEGO, CA 921302092 | Advisory (Plan) | $62,421 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $56,847 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,857 | $56,485-10.0% | $185,823-72.6% | $86,799-41.4% |
| Participation rate | 92.8% | 65.5%+27.3pp | 81.7%+11.1pp | 72.3%+20.5pp |
| Annual return | 15.18% | 118.04%-102.9pp | 122.05%-106.9pp | 97.91%-82.7pp |
| Employer contribution / active EE | $1,949 | $1,843+5.8% | $5,167-62.3% | $2,405-19.0% |
| Participant deferral / active EE | $4,038 | $2,553+58.2% | $5,568-27.5% | $4,131-2.3% |
| Admin fee / account holder | $132 | $150-11.5% | $16,237-99.2% | $170-21.9% |