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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $39,130 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,046 | $52,293-38.7% | $178,490-82.0% | $73,409-56.3% |
| Participation rate | 42.3% | 65.3%-23.1pp | 81.9%-39.7pp | 72.2%-29.9pp |
| Annual return | 4.48% | 34.75%-30.3pp | 151.07%-146.6pp | 59.29%-54.8pp |
| Employer contribution / active EE | $669 | $1,735-61.4% | $5,011-86.6% | $2,234-70.0% |
| Participant deferral / active EE | $1,336 | $2,332-42.7% | $5,202-74.3% | $3,805-64.9% |
| Admin fee / account holder | $116 | $127-8.8% | $13,984-99.2% | $158-26.5% |