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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $367,981 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $37,430 | $44,989-16.8% | $170,442-78.0% | $77,958-52.0% |
| Participation rate | 95.9% | 64.6%+31.3pp | 83.6%+12.3pp | 71.6%+24.3pp |
| Annual return | 15.38% | 19.61%-4.2pp | 205.93%-190.6pp | 20.87%-5.5pp |
| Employer contribution / active EE | $1,144 | $1,466-22.0% | $5,433-78.9% | $2,310-50.5% |
| Participant deferral / active EE | $2,824 | $2,208+27.9% | $4,939-42.8% | $3,537-20.2% |
| Admin fee / account holder | $81 | $69+17.4% | $13,880-99.4% | $97-16.9% |