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 9-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.5+ years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $23,991 |
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 | $78,687 | $86,332-8.9% | $125,175-37.1% | $65,185+20.7% |
| Participation rate | 98.1% | 75.3%+22.8pp | 79.8%+18.3pp | 70.2%+27.9pp |
| Annual return | 25.95% | 27.43%-1.5pp | 43.79%-17.8pp | 29.38%-3.4pp |
| Employer contribution / active EE | $3,053 | $2,040+49.7% | $3,865-21.0% | $2,177+40.3% |
| Participant deferral / active EE | $7,663 | $3,537+116.6% | $4,937+55.2% | $3,514+118.1% |
| Admin fee / account holder | $125 | $609-79.5% | $9,702-98.7% | $847-85.2% |