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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $110,300 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $11,395 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,105 | $58,101-15.5% | $118,925-58.7% | $73,409-33.1% |
| Participation rate | 98.2% | 56.1%+42.1pp | 75.4%+22.8pp | 72.2%+26.0pp |
| Annual return | 11.42% | 20.56%-9.1pp | 35.88%-24.5pp | 59.29%-47.9pp |
| Employer contribution / active EE | $5,476 | $1,445+278.9% | $3,263+67.9% | $2,234+145.2% |
| Participant deferral / active EE | $4,499 | $2,400+87.5% | $4,265+5.5% | $3,805+18.2% |
| Admin fee / account holder | $116 | $138-16.2% | $6,581-98.2% | $158-26.7% |