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 year Service code 15 · EIN 94-1347393 | Recordkeeping | $4,185 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,501 | $63,299-73.9% | $91,001-81.9% | $62,292-73.5% |
| Participation rate | 92.3% | 73.3%+19.0pp | 75.6%+16.7pp | 69.5%+22.8pp |
| Annual return | 52.04% | 20.99%+31.0pp | 4.60%+47.4pp | 28.90%+23.1pp |
| Employer contribution / active EE | $3,026 | $1,807+67.5% | $2,456+23.2% | $2,042+48.2% |
| Participant deferral / active EE | $2,644 | $2,943-10.2% | $3,547-25.5% | $3,169-16.6% |
| Admin fee / account holder | $21 | $468-95.4% | $5,417-99.6% | $479-95.5% |