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.3 years Service code 15 · EIN 94-1347393 299 SOUTH MAIN, 5TH FLOOR · SALT LAKE CITY, UT 84111 | Recordkeeping | $25,133 |
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 | $122,676 | $91,190+34.5% | $178,490-31.3% | $79,858+53.6% |
| Participation rate | 98.6% | 69.2%+29.4pp | 81.9%+16.6pp | 69.6%+28.9pp |
| Annual return | 13.05% | 24.19%-11.1pp | 151.07%-138.0pp | 31.71%-18.7pp |
| Employer contribution / active EE | $14,022 | $3,256+330.7% | $5,011+179.9% | $2,471+467.5% |
| Participant deferral / active EE | $2,306 | $3,236-28.7% | $5,202-55.7% | $3,740-38.3% |
| Admin fee / account holder | $291 | $6,751-95.7% | $13,984-97.9% | $5,306-94.5% |