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 | $53,339 |
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 | $15,104 | $38,312-60.6% | $100,671-85.0% | $59,188-74.5% |
| Participation rate | 94.0% | 57.4%+36.6pp | 70.7%+23.3pp | 69.4%+24.6pp |
| Annual return | -0.52% | 2.64%-3.2pp | 20.43%-20.9pp | 5.51%-6.0pp |
| Employer contribution / active EE | $686 | $1,183-42.0% | $4,012-82.9% | $2,098-67.3% |
| Participant deferral / active EE | $1,043 | $1,847-43.5% | $3,144-66.8% | $3,265-68.1% |
| Admin fee / account holder | $46 | $68-32.8% | $4,850-99.1% | $92-50.6% |