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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $730 |
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 | $119,330 | $70,002+70.5% | $115,037+3.7% | $52,331+128.0% |
| Participation rate | 82.8% | 72.1%+10.7pp | 81.4%+1.4pp | 68.1%+14.7pp |
| Annual return | -1.27% | 4.04%-5.3pp | 26.14%-27.4pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,064 | $2,715+12.9% | $4,608-33.5% | $1,882+62.8% |
| Participant deferral / active EE | $4,617 | $4,920-6.2% | $6,026-23.4% | $3,022+52.8% |
| Admin fee / account holder | $6 | $566-98.9% | $8,175-99.9% | $592-99.0% |