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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $14,396 |
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 | $47,128 | $54,368-13.3% | $117,039-59.7% | $62,292-24.3% |
| Participation rate | 82.5% | 64.9%+17.6pp | 77.2%+5.3pp | 69.5%+13.0pp |
| Annual return | 9.49% | 21.77%-12.3pp | 18.95%-9.5pp | 28.90%-19.4pp |
| Employer contribution / active EE | $2,617 | $1,692+54.7% | $3,785-30.8% | $2,042+28.2% |
| Participant deferral / active EE | $2,440 | $2,269+7.5% | $3,929-37.9% | $3,169-23.0% |
| Admin fee / account holder | $180 | $493-63.5% | $5,974-97.0% | $479-62.5% |