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 | $285,644 |
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 | $40,219 | $73,125-45.0% | $125,175-67.9% | $77,787-48.3% |
| Participation rate | 96.5% | 79.4%+17.1pp | 79.8%+16.7pp | 73.2%+23.3pp |
| Annual return | 24.55% | 24.71%-0.2pp | 43.79%-19.2pp | 32.57%-8.0pp |
| Employer contribution / active EE | $2,226 | $2,413-7.7% | $3,865-42.4% | $2,504-11.1% |
| Participant deferral / active EE | $5,376 | $3,966+35.6% | $4,937+8.9% | $3,967+35.5% |
| Admin fee / account holder | $55 | $89-38.0% | $9,702-99.4% | $100-44.6% |