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 | $107,032 |
Service code 27 · EIN 75-1553739 | Advisory (Plan) | $23,413 |
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 | $74,762 | $75,284-0.7% | $91,001-17.8% | $69,631+7.4% |
| Participation rate | 93.7% | 80.4%+13.3pp | 75.6%+18.1pp | 70.7%+23.0pp |
| Annual return | 14.63% | 48.40%-33.8pp | 4.60%+10.0pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $765 | $2,473-69.1% | $2,456-68.9% | $2,032-62.4% |
| Participant deferral / active EE | $4,213 | $3,700+13.9% | $3,547+18.8% | $3,224+30.7% |
| Admin fee / account holder | $176 | $111+59.4% | $5,417-96.7% | $110+59.6% |