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 year Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $33,029 |
TAG RESOURCES, LLC2 years Service code 15 · EIN 62-1874769 | Recordkeeping | $25,940 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $18,624 |
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 | $25,618 | $40,174-36.2% | $84,015-69.5% | $67,579-62.1% |
| Participation rate | 81.7% | 62.7%+19.0pp | 69.0%+12.7pp | 71.3%+10.4pp |
| Annual return | 21.68% | 25.82%-4.1pp | 71.31%-49.6pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,507 | $808+86.6% | $1,983-24.0% | $2,148-29.8% |
| Participant deferral / active EE | $3,091 | $2,301+34.3% | $3,239-4.6% | $3,539-12.7% |
| Admin fee / account holder | $239 | $128+86.6% | $6,101-96.1% | $142+68.3% |