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.1+ years Service code 64 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping Fees | $800 |
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 | $37,401 | $62,324-40.0% | $68,509-45.4% | $55,191-32.2% |
| Participation rate | 50.6% | 78.9%-28.3pp | 74.7%-24.2pp | 69.2%-18.6pp |
| Annual return | 11.23% | 4.26%+7.0pp | 8.27%+3.0pp | 10.78%+0.4pp |
| Employer contribution / active EE | $1,443 | $2,223-35.1% | $2,278-36.7% | $1,899-24.0% |
| Participant deferral / active EE | $2,564 | $3,425-25.1% | $3,382-24.2% | $3,046-15.8% |
| Admin fee / account holder | $2 | $91-98.3% | $5,275-100.0% | $91-98.3% |