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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $351,368 |
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 | $58,404 | $81,725-28.5% | $81,983-28.8% | $93,223-37.4% |
| Participation rate | 48.0% | 71.9%-23.9pp | 69.2%-21.2pp | 74.9%-26.9pp |
| Annual return | 17.42% | 20.25%-2.8pp | 41.31%-23.9pp | 19.29%-1.9pp |
| Employer contribution / active EE | $742 | $2,446-69.7% | $2,498-70.3% | $2,680-72.3% |
| Participant deferral / active EE | $2,304 | $3,747-38.5% | $3,722-38.1% | $4,563-49.5% |
| Admin fee / account holder | $89 | $92-3.9% | $5,664-98.4% | $79+11.8% |