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 13-3689044 | Recordkeeping | $45,737 |
WELLS FARGO BANK, N.A.6 years Filed as: WELLS FARGO CLEARING SERVICES Service code 27 · EIN 34-1542819 | Advisory (Plan) | $37,031 |
Service code 15 · EIN 62-1874769 | Recordkeeping | $34,491 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,012 | $54,193-31.7% | $93,606-60.5% | $77,643-52.3% |
| Participation rate | 95.3% | 63.9%+31.3pp | 68.7%+26.5pp | 70.6%+24.7pp |
| Annual return | 10.67% | 30.54%-19.9pp | 133.20%-122.5pp | 31.24%-20.6pp |
| Employer contribution / active EE | $2,474 | $1,168+111.8% | $2,420+2.2% | $2,726-9.2% |
| Participant deferral / active EE | $5,336 | $3,144+69.7% | $4,411+21.0% | $4,647+14.8% |
| Admin fee / account holder | $256 | $576-55.5% | $8,285-96.9% | $430-40.5% |