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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $9,591 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,599 | $72,448-92.3% | $118,746-95.3% | $69,631-92.0% |
| Participation rate | 92.8% | 79.7%+13.1pp | 78.3%+14.5pp | 70.7%+22.1pp |
| Annual return | 28.90% | 19.06%+9.8pp | 24.54%+4.4pp | 27571.02%-27542.1pp |
| Employer contribution / active EE | $3,025 | $3,771-19.8% | $4,193-27.9% | $2,032+48.8% |
| Participant deferral / active EE | $369 | $4,943-92.5% | $5,332-93.1% | $3,224-88.5% |
| Admin fee / account holder | $17 | $99-83.1% | $10,720-99.8% | $110-84.9% |