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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,742 |
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 | $47,061 | $56,484-16.7% | $169,463-72.2% | $64,186-26.7% |
| Participation rate | 65.6% | 64.5%+1.0pp | 77.8%-12.2pp | 69.6%-4.0pp |
| Annual return | -3.84% | -1.55%-2.3pp | 1.83%-5.7pp | 7.63%-11.5pp |
| Employer contribution / active EE | $287 | $1,832-84.3% | $4,159-93.1% | $2,381-87.9% |
| Participant deferral / active EE | $2,236 | $3,448-35.2% | $5,277-57.6% | $3,470-35.6% |
| Admin fee / account holder | $120 | $4,174-97.1% | $9,109-98.7% | $4,888-97.6% |