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 | $44,919 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,602 | $73,404-55.6% | $87,100-62.6% | $67,579-51.8% |
| Participation rate | 94.8% | 80.9%+13.9pp | 76.9%+17.9pp | 71.3%+23.5pp |
| Annual return | 23.31% | 48.29%-25.0pp | 28.19%-4.9pp | 378.56%-355.2pp |
| Employer contribution / active EE | $2 | $2,014-99.9% | $2,521-99.9% | $2,148-99.9% |
| Participant deferral / active EE | $4,072 | $3,913+4.1% | $4,049+0.6% | $3,539+15.0% |
| Admin fee / account holder | $82 | $142-42.4% | $7,497-98.9% | $142-42.6% |