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 | $52,687 |
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 | $47,486 | $58,083-18.2% | $80,019-40.7% | $56,287-15.6% |
| Participation rate | 98.7% | 73.6%+25.1pp | 75.8%+22.9pp | 69.9%+28.8pp |
| Annual return | 8.84% | 34.61%-25.8pp | 11.22%-2.4pp | -9.96%+18.8pp |
| Employer contribution / active EE | $1,572 | $1,932-18.6% | $2,468-36.3% | $2,111-25.5% |
| Participant deferral / active EE | $3,371 | $3,135+7.5% | $3,686-8.5% | $3,350+0.6% |
| Admin fee / account holder | $170 | $623-72.6% | $6,521-97.4% | $521-67.3% |