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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $114,080 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,913 | $85,135-35.5% | $98,907-44.5% | $73,409-25.2% |
| Participation rate | 80.3% | 81.1%-0.8pp | 76.0%+4.3pp | 72.2%+8.2pp |
| Annual return | 19.25% | 19.14%+0.1pp | 196.43%-177.2pp | 59.29%-40.0pp |
| Employer contribution / active EE | $201 | $2,721-92.6% | $2,689-92.5% | $2,234-91.0% |
| Participant deferral / active EE | $3,144 | $4,349-27.7% | $4,244-25.9% | $3,805-17.4% |
| Admin fee / account holder | $117 | $139-16.1% | $6,642-98.2% | $158-26.0% |