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 9-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.3+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $24,431 |
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 | $27,720 | $64,457-57.0% | $111,392-75.1% | $55,725-50.3% |
| Participation rate | 99.0% | 79.7%+19.4pp | 78.9%+20.2pp | 70.9%+28.2pp |
| Annual return | -3.79% | -19.97%+16.2pp | -2.06%-1.7pp | 244.93%-248.7pp |
| Employer contribution / active EE | $5,689 | $3,956+43.8% | $4,328+31.5% | $2,078+173.8% |
| Participant deferral / active EE | $6,957 | $5,219+33.3% | $5,567+25.0% | $3,356+107.3% |
| Admin fee / account holder | $64 | $112-42.7% | $12,266-99.5% | $115-44.3% |