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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $34,235 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,895 | $56,640-20.7% | $80,975-44.6% | $57,658-22.1% |
| Participation rate | 54.0% | 75.9%-21.9pp | 75.8%-21.8pp | 70.2%-16.2pp |
| Annual return | 8.78% | 19.97%-11.2pp | 17.10%-8.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $639 | $2,085-69.4% | $3,714-82.8% | $1,974-67.6% |
| Participant deferral / active EE | $3,466 | $4,944-29.9% | $5,696-39.2% | $3,061+13.2% |
| Admin fee / account holder | $96 | $87+10.4% | $5,516-98.3% | $95+1.7% |