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 | $59,209 |
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 | $49,721 | $66,310-25.0% | $93,606-46.9% | $65,185-23.7% |
| Participation rate | 98.3% | 74.0%+24.3pp | 75.8%+22.5pp | 70.2%+28.1pp |
| Annual return | 3.04% | 42.58%-39.5pp | 32.76%-29.7pp | 29.38%-26.3pp |
| Employer contribution / active EE | $1,532 | $2,012-23.9% | $2,718-43.6% | $2,177-29.6% |
| Participant deferral / active EE | $3,797 | $3,342+13.6% | $4,069-6.7% | $3,514+8.1% |
| Admin fee / account holder | $190 | $6,897-97.3% | $7,888-97.6% | $847-77.6% |