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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $54,054 |
WELLS FARGO BANK, N.A.4+ years Filed as: WELLS FARGO ADVISORS FINET Service code 27 · EIN 59-2617265 | Advisory (Plan) | $36,369 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $41,025 | $43,999-6.8% | $79,464-48.4% | $55,725-26.4% |
| Participation rate | 91.0% | 66.9%+24.1pp | 73.3%+17.7pp | 70.9%+20.2pp |
| Annual return | -7.25% | 1.81%-9.1pp | 718.14%-725.4pp | 244.93%-252.2pp |
| Employer contribution / active EE | $2,174 | $1,830+18.9% | $2,800-22.4% | $2,078+4.6% |
| Participant deferral / active EE | $2,556 | $2,538+0.7% | $3,704-31.0% | $3,356-23.8% |
| Admin fee / account holder | $251 | $118+113.5% | $5,113-95.1% | $115+117.9% |