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 | $25,763 |
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.
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 | $41,577 | $55,182-24.7% | $73,307-43.3% | $55,191-24.7% |
| Participation rate | 57.4% | 73.9%-16.6pp | 74.9%-17.5pp | 69.2%-11.8pp |
| Annual return | -1.00% | 8.55%-9.6pp | 5.67%-6.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $515 | $1,935-73.4% | $3,237-84.1% | $1,899-72.9% |
| Participant deferral / active EE | $3,289 | $4,641-29.1% | $4,991-34.1% | $3,046+8.0% |
| Admin fee / account holder | $70 | $68+2.8% | $5,637-98.8% | $91-22.5% |