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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $16,282 | $45,382-64.1% | $154,107-89.4% | $75,289-78.4% |
| Participation rate | 17.3% | 65.9%-48.6pp | 83.0%-65.7pp | 72.4%-55.1pp |
| Annual return | 12.95% | -0.47%+13.4pp | 735.12%-722.2pp | -0.04%+13.0pp |
| Employer contribution / active EE | $171 | $1,533-88.8% | $5,298-96.8% | $2,405-92.9% |
| Participant deferral / active EE | $546 | $2,384-77.1% | $5,081-89.2% | $3,739-85.4% |
| Admin fee / account holder | $6 | $89-93.0% | $13,411-100.0% | $102-93.9% |