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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,548 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $61,584 | $78,419-21.5% | $133,956-54.0% | $73,409-16.1% |
| Participation rate | 82.0% | 78.6%+3.4pp | 79.8%+2.2pp | 72.2%+9.8pp |
| Annual return | 11.64% | 33.35%-21.7pp | 45.09%-33.4pp | 59.29%-47.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $6,114 | $3,925+55.8% | $5,048+21.1% | $3,805+60.7% |
| Admin fee / account holder | $20 | $161-87.5% | $8,927-99.8% | $158-87.3% |