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 | $5,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $41,758 | $46,423-10.0% | $75,886-45.0% | $67,579-38.2% |
| Participation rate | 22.0% | 63.1%-41.1pp | 69.3%-47.3pp | 71.3%-49.3pp |
| Annual return | 19.64% | 32.29%-12.7pp | 30.76%-11.1pp | 378.56%-358.9pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,500-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $435 | $2,564-83.0% | $3,603-87.9% | $3,539-87.7% |
| Admin fee / account holder | $164 | $132+24.3% | $5,418-97.0% | $142+15.1% |