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 15 · EIN 62-1874769 | Recordkeeping | $30,594 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $27,145 |
WELLS FARGO BANK, N.A.4 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $26,689 |
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 | $32,510 | $42,353-23.2% | $79,550-59.1% | $64,808-49.8% |
| Participation rate | 85.7% | 64.8%+20.9pp | 69.5%+16.2pp | 71.5%+14.2pp |
| Annual return | -17.32% | -12.24%-5.1pp | 0.16%-17.5pp | 32.82%-50.1pp |
| Employer contribution / active EE | $2,573 | $1,181+117.9% | $2,413+6.6% | $2,506+2.7% |
| Participant deferral / active EE | $5,717 | $3,170+80.3% | $3,985+43.5% | $4,310+32.6% |
| Admin fee / account holder | $235 | $160+47.5% | $6,832-96.6% | $188+25.4% |