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 | $103,892 |
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 | $43,455 | $52,670-17.5% | $90,404-51.9% | $73,409-40.8% |
| Participation rate | 91.3% | 67.7%+23.7pp | 72.7%+18.7pp | 72.2%+19.2pp |
| Annual return | 13.43% | 20.70%-7.3pp | 1293.02%-1279.6pp | 59.29%-45.9pp |
| Employer contribution / active EE | $351 | $1,872-81.2% | $3,262-89.2% | $2,234-84.3% |
| Participant deferral / active EE | $1,631 | $2,807-41.9% | $3,963-58.9% | $3,805-57.1% |
| Admin fee / account holder | $197 | $117+68.8% | $5,611-96.5% | $158+24.9% |