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 Service code 18 · EIN 94-1347393 | Account maintenance fees; Investment ... | $17,970 |
Service code 27 · EIN 76-0451829 | Advisory (Plan) | $9,674 |
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 | $35,328 | $53,127-33.5% | $86,590-59.2% | $70,131-49.6% |
| Participation rate | 82.8% | 65.3%+17.5pp | 73.5%+9.2pp | 69.5%+13.2pp |
| Annual return | 13.40% | 27.66%-14.3pp | 964.84%-951.4pp | 73.14%-59.7pp |
| Employer contribution / active EE | $1,593 | $2,068-23.0% | $2,839-43.9% | $2,342-32.0% |
| Participant deferral / active EE | $2,585 | $2,696-4.1% | $3,609-28.4% | $3,332-22.4% |
| Admin fee / account holder | $275 | $3,585-92.3% | $4,906-94.4% | $4,645-94.1% |