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 | $202,985 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,851 | $78,852-60.9% | $76,768-59.8% | $75,289-59.0% |
| Participation rate | 93.9% | 85.0%+9.0pp | 77.0%+17.0pp | 72.4%+21.5pp |
| Annual return | -7.42% | -1.29%-6.1pp | 2.43%-9.8pp | -0.04%-7.4pp |
| Employer contribution / active EE | $1,862 | $2,794-33.4% | $2,485-25.1% | $2,405-22.6% |
| Participant deferral / active EE | $6,447 | $4,800+34.3% | $3,852+67.4% | $3,739+72.4% |
| Admin fee / account holder | $110 | $79+38.7% | $6,675-98.4% | $102+7.1% |