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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,285 |
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 | $32,754 | $59,186-44.7% | $76,768-57.3% | $56,287-41.8% |
| Participation rate | 36.8% | 75.2%-38.4pp | 77.0%-40.2pp | 69.9%-33.1pp |
| Annual return | -3.34% | 6.62%-10.0pp | 2.43%-5.8pp | -9.96%+6.6pp |
| Employer contribution / active EE | $1,089 | $1,759-38.1% | $2,485-56.2% | $2,111-48.4% |
| Participant deferral / active EE | $3,095 | $3,255-4.9% | $3,852-19.6% | $3,350-7.6% |
| Admin fee / account holder | $131 | $489-73.3% | $6,675-98.0% | $521-74.9% |