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 | $159,253 |
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 | $36,482 | $35,485+2.8% | $74,550-51.1% | $55,725-34.5% |
| Participation rate | 94.0% | 62.5%+31.5pp | 69.1%+24.9pp | 70.9%+23.1pp |
| Annual return | 11.59% | 0.72%+10.9pp | 32.53%-20.9pp | 244.93%-233.3pp |
| Employer contribution / active EE | $1,049 | $777+35.0% | $1,961-46.5% | $2,078-49.5% |
| Participant deferral / active EE | $3,340 | $2,181+53.1% | $3,108+7.5% | $3,356-0.5% |
| Admin fee / account holder | $163 | $114+42.8% | $5,060-96.8% | $115+41.7% |