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 8-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 | $70,420 |
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 | $26,601 | $35,123-24.3% | $93,406-71.5% | $73,409-63.8% |
| Participation rate | 79.3% | 68.3%+11.1pp | 66.8%+12.5pp | 72.2%+7.2pp |
| Annual return | 12.81% | 18.89%-6.1pp | 78.05%-65.2pp | 59.29%-46.5pp |
| Employer contribution / active EE | $963 | $1,247-22.8% | $2,075-53.6% | $2,234-56.9% |
| Participant deferral / active EE | $1,085 | $2,249-51.7% | $3,126-65.3% | $3,805-71.5% |
| Admin fee / account holder | $102 | $108-6.0% | $5,230-98.1% | $158-35.6% |