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 | $132,456 |
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 | $46,150 | $71,666-35.6% | $117,854-60.8% | $69,631-33.7% |
| Participation rate | 88.5% | 77.5%+11.0pp | 79.7%+8.9pp | 70.7%+17.8pp |
| Annual return | 17.00% | 18.86%-1.9pp | 335.08%-318.1pp | 27571.02%-27554.0pp |
| Employer contribution / active EE | $1,728 | $1,889-8.5% | $3,786-54.4% | $2,032-15.0% |
| Participant deferral / active EE | $3,057 | $3,340-8.5% | $4,482-31.8% | $3,224-5.2% |
| Admin fee / account holder | $217 | $120+80.1% | $8,020-97.3% | $110+96.3% |