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 | $95,097 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $21,317 |
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 | $64,531 | $74,024-12.8% | $77,999-17.3% | $57,658+11.9% |
| Participation rate | 94.3% | 79.7%+14.6pp | 75.5%+18.8pp | 70.2%+24.1pp |
| Annual return | 6.20% | 12.14%-5.9pp | 425.96%-419.8pp | 5.13%+1.1pp |
| Employer contribution / active EE | $700 | $2,365-70.4% | $2,470-71.6% | $1,974-64.5% |
| Participant deferral / active EE | $3,973 | $3,533+12.4% | $3,497+13.6% | $3,061+29.8% |
| Admin fee / account holder | $158 | $93+69.5% | $5,480-97.1% | $95+67.1% |