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 | Recordkeeping | $46,759 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $30,527 |
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 | $45,003 | $46,100-2.4% | $86,590-48.0% | $69,631-35.4% |
| Participation rate | 90.6% | 67.2%+23.4pp | 73.5%+17.1pp | 70.7%+19.9pp |
| Annual return | 15.22% | 21.02%-5.8pp | 964.84%-949.6pp | 27571.02%-27555.8pp |
| Employer contribution / active EE | $2,150 | $1,850+16.2% | $2,839-24.3% | $2,032+5.8% |
| Participant deferral / active EE | $2,313 | $2,432-4.9% | $3,609-35.9% | $3,224-28.3% |
| Admin fee / account holder | $175 | $94+86.2% | $4,906-96.4% | $110+58.2% |