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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,081 |
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 | $68,402 | $107,378-36.3% | $108,579-37.0% | $57,658+18.6% |
| Participation rate | 99.5% | 77.1%+22.4pp | 79.6%+19.9pp | 70.2%+29.3pp |
| Annual return | 8.98% | 12.80%-3.8pp | -51.70%+60.7pp | 5.13%+3.8pp |
| Employer contribution / active EE | $1,958 | $1,782+9.9% | $3,758-47.9% | $1,974-0.8% |
| Participant deferral / active EE | $3,758 | $3,221+16.7% | $4,311-12.8% | $3,061+22.8% |
| Admin fee / account holder | $65 | $108-40.4% | $7,645-99.2% | $95-31.6% |