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 | $44,922 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $24,882 |
Filed as: FIDUCIARY FIRST, LLC Service code 16 · EIN 20-5582309 | Consulting | $8,833 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $13,532 | $407,990-96.7% | $121,196-88.8% | $75,289-82.0% |
| Participation rate | 66.0% | 59.5%+6.5pp | 71.7%-5.8pp | 72.4%-6.4pp |
| Annual return | -3.02% | 2.93%-5.9pp | 16.93%-19.9pp | -0.04%-3.0pp |
| Employer contribution / active EE | $834 | $1,846-54.8% | $4,022-79.3% | $2,405-65.3% |
| Participant deferral / active EE | $1,158 | $2,201-47.4% | $3,344-65.4% | $3,739-69.0% |
| Admin fee / account holder | $77 | $455-83.1% | $5,019-98.5% | $102-24.6% |