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.3 years Service code 15 · EIN 94-1347393 | Recordkeeping | $724,429 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,550 | $43,471-45.8% | $74,701-68.5% | $89,569-73.7% |
| Participation rate | 12.0% | 36.3%-24.3pp | 54.5%-42.4pp | 69.6%-57.6pp |
| Annual return | 34.38% | 24.97%+9.4pp | 752.92%-718.5pp | 34.56%-0.2pp |
| Employer contribution / active EE | $76 | $554-86.3% | $1,084-93.0% | $2,584-97.1% |
| Participant deferral / active EE | $396 | $1,177-66.3% | $1,964-79.8% | $4,220-90.6% |
| Admin fee / account holder | $95 | $74+28.0% | $3,333-97.2% | $72+32.0% |