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 | $12,099 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $56,533 | $64,909-12.9% | $82,313-31.3% | $62,292-9.2% |
| Participation rate | 60.1% | 74.9%-14.8pp | 76.9%-16.8pp | 69.5%-9.4pp |
| Annual return | 16.25% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.7pp |
| Employer contribution / active EE | $1,638 | $1,676-2.2% | $2,428-32.5% | $2,042-19.8% |
| Participant deferral / active EE | $2,528 | $3,103-18.5% | $3,706-31.8% | $3,169-20.2% |
| Admin fee / account holder | $84 | $440-80.9% | $5,608-98.5% | $479-82.5% |