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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $41,248 |
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 | $64,710 | $57,096+13.3% | $94,224-31.3% | $55,191+17.2% |
| Participation rate | 73.8% | 75.7%-1.9pp | 78.8%-5.0pp | 69.2%+4.6pp |
| Annual return | -0.57% | 159.65%-160.2pp | 10.68%-11.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $915 | $1,708-46.4% | $3,587-74.5% | $1,899-51.8% |
| Participant deferral / active EE | $2,859 | $3,165-9.7% | $4,320-33.8% | $3,046-6.1% |
| Admin fee / account holder | $93 | $89+4.1% | $6,269-98.5% | $91+2.3% |