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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $148,045 |
Service code 12 · EIN 13-3689044 | Account maintenance fees; Participant... | $71,162 |
NATIONAL FINANCIAL SERVICES4+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
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 | $35,957 | $64,311-44.1% | $110,238-67.4% | $75,289-52.2% |
| Participation rate | 97.8% | 79.3%+18.5pp | 79.8%+18.0pp | 72.4%+25.4pp |
| Annual return | -5.41% | -1.74%-3.7pp | 314.74%-320.1pp | -0.04%-5.4pp |
| Employer contribution / active EE | $1,849 | $2,404-23.1% | $3,826-51.7% | $2,405-23.1% |
| Participant deferral / active EE | $5,519 | $3,892+41.8% | $4,672+18.1% | $3,739+47.6% |
| Admin fee / account holder | $46 | $88-47.6% | $8,547-99.5% | $102-55.1% |