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+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,275 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,037 | $45,283-13.8% | $155,790-74.9% | $52,331-25.4% |
| Participation rate | 63.1% | 62.2%+0.9pp | 76.1%-13.0pp | 68.1%-5.0pp |
| Annual return | -0.15% | 1.80%-2.0pp | 71.54%-71.7pp | 4.54%-4.7pp |
| Employer contribution / active EE | $217 | $1,329-83.7% | $3,836-94.3% | $1,882-88.5% |
| Participant deferral / active EE | $1,176 | $2,854-58.8% | $4,797-75.5% | $3,022-61.1% |
| Admin fee / account holder | $112 | $981-88.6% | $7,478-98.5% | $592-81.1% |