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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,781 |
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 | $54,997 | $65,395-15.9% | $182,532-69.9% | $72,985-24.6% |
| Participation rate | 66.7% | 65.4%+1.2pp | 78.0%-11.3pp | 69.5%-2.8pp |
| Annual return | 22.87% | 27.68%-4.8pp | 148.54%-125.7pp | 81.00%-58.1pp |
| Employer contribution / active EE | $288 | $1,911-84.9% | $4,076-92.9% | $2,440-88.2% |
| Participant deferral / active EE | $1,915 | $3,563-46.3% | $5,524-65.3% | $3,607-46.9% |
| Admin fee / account holder | $101 | $4,245-97.6% | $8,592-98.8% | $5,124-98.0% |