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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $36,819 |
401(K) ADVISORS INC2 years Filed as: WF ADVISORS Service code 27 · EIN 34-1542819 | Advisory (Plan) | $18,973 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $80,373 | $47,977+67.5% | $154,107-47.8% | $56,287+42.8% |
| Participation rate | 84.3% | 66.2%+18.2pp | 83.0%+1.3pp | 69.9%+14.5pp |
| Annual return | -1.72% | 3.54%-5.3pp | 735.12%-736.8pp | -9.96%+8.2pp |
| Employer contribution / active EE | $4,998 | $2,169+130.4% | $5,298-5.7% | $2,111+136.7% |
| Participant deferral / active EE | $3,332 | $2,392+39.3% | $5,081-34.4% | $3,350-0.5% |
| Admin fee / account holder | $374 | $438-14.6% | $13,411-97.2% | $521-28.1% |