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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,754 |
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 | $94,904 | $89,652+5.9% | $141,162-32.8% | $65,185+45.6% |
| Participation rate | 68.8% | 74.7%-6.0pp | 82.5%-13.7pp | 70.2%-1.4pp |
| Annual return | 21.71% | 32.79%-11.1pp | 71.39%-49.7pp | 29.38%-7.7pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $4,738 | $5,691-16.7% | $6,709-29.4% | $3,514+34.8% |
| Admin fee / account holder | $76 | $569-86.7% | $10,261-99.3% | $847-91.1% |