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 15 · EIN 94-1347393 | Recordkeeping | $5,585 |
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 | $30,810 | $42,546-27.6% | $71,796-57.1% | $55,167-44.2% |
| Participation rate | 26.3% | 59.1%-32.8pp | 69.1%-42.8pp | 69.0%-42.7pp |
| Annual return | 0.00% | 12.36%-12.4pp | 78.04%-78.0pp | 169.23%-169.2pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $628 | $2,064-69.6% | $2,794-77.5% | $3,054-79.5% |
| Admin fee / account holder | $224 | $650-65.6% | $4,815-95.4% | $504-55.6% |