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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $12,665 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $74,243 | $73,102+1.6% | $123,544-39.9% | $56,287+31.9% |
| Participation rate | 66.5% | 74.3%-7.8pp | 82.3%-15.8pp | 69.9%-3.4pp |
| Annual return | -5.17% | 3.01%-8.2pp | 119.20%-124.4pp | -9.96%+4.8pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,192 | $5,423-22.7% | $6,426-34.8% | $3,350+25.1% |
| Admin fee / account holder | $66 | $554-88.2% | $9,284-99.3% | $521-87.4% |