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 9-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 | $10,902 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,350 | $33,745-30.8% | $64,105-63.6% | $55,191-57.7% |
| Participation rate | 34.7% | 59.4%-24.6pp | 68.2%-33.5pp | 69.2%-34.4pp |
| Annual return | -1.12% | 4.95%-6.1pp | 791.24%-792.4pp | 10.78%-11.9pp |
| Employer contribution / active EE | $205 | $641-67.9% | $1,820-88.7% | $1,899-89.2% |
| Participant deferral / active EE | $1,739 | $1,929-9.8% | $2,822-38.4% | $3,046-42.9% |
| Admin fee / account holder | $115 | $94+22.1% | $4,499-97.4% | $91+26.9% |