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 | $1,858 |
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 | $49,472 | $57,108-13.4% | $94,224-47.5% | $52,331-5.5% |
| Participation rate | 65.4% | 72.9%-7.6pp | 78.8%-13.4pp | 68.1%-2.8pp |
| Annual return | 1.32% | 1.47%-0.2pp | 10.68%-9.4pp | 4.54%-3.2pp |
| Employer contribution / active EE | $1,368 | $1,735-21.2% | $3,587-61.9% | $1,882-27.3% |
| Participant deferral / active EE | $2,567 | $3,040-15.6% | $4,320-40.6% | $3,022-15.1% |
| Admin fee / account holder | $146 | $546-73.2% | $6,269-97.7% | $592-75.3% |