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 3-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 | $8,393 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $94,150 | $56,199+67.5% | $67,652+39.2% | $59,632+57.9% |
| Participation rate | 67.4% | 71.5%-4.1pp | 75.7%-8.3pp | 68.7%-1.3pp |
| Annual return | -0.82% | 18505.31%-18506.1pp | 6625.04%-6625.9pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $1,480 | $1,614-8.3% | $2,266-34.7% | $2,203-32.8% |
| Participant deferral / active EE | $3,996 | $2,844+40.5% | $3,560+12.2% | $3,192+25.2% |
| Admin fee / account holder | $255 | $3,958-93.5% | $4,821-94.7% | $4,297-94.1% |