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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $29,202 |
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 | $40,600 | $70,002-42.0% | $115,037-64.7% | $52,331-22.4% |
| Participation rate | 87.8% | 72.1%+15.7pp | 81.4%+6.5pp | 68.1%+19.7pp |
| Annual return | -0.01% | 4.04%-4.1pp | 26.14%-26.2pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,158 | $2,715-57.3% | $4,608-74.9% | $1,882-38.5% |
| Participant deferral / active EE | $4,733 | $4,920-3.8% | $6,026-21.5% | $3,022+56.6% |
| Admin fee / account holder | $222 | $566-60.8% | $8,175-97.3% | $592-62.5% |