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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $38,416 |
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 | $51,401 | $65,592-21.6% | $90,160-43.0% | $69,631-26.2% |
| Participation rate | 54.3% | 77.6%-23.4pp | 76.9%-22.6pp | 70.7%-16.4pp |
| Annual return | 16.09% | 57.10%-41.0pp | 34.88%-18.8pp | 27571.02%-27554.9pp |
| Employer contribution / active EE | $509 | $2,193-76.8% | $3,318-84.7% | $2,032-75.0% |
| Participant deferral / active EE | $2,882 | $5,257-45.2% | $5,288-45.5% | $3,224-10.6% |
| Admin fee / account holder | $115 | $86+34.2% | $5,943-98.1% | $110+4.1% |