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 | $86,099 |
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 | $49,528 | $75,760-34.6% | $123,104-59.8% | $59,188-16.3% |
| Participation rate | 43.6% | 86.0%-42.5pp | 86.8%-43.2pp | 69.4%-25.8pp |
| Annual return | 0.20% | 2.93%-2.7pp | 13.22%-13.0pp | 5.51%-5.3pp |
| Employer contribution / active EE | $0 | $3,415-100.0% | $5,151-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $1,656 | $5,000-66.9% | $6,230-73.4% | $3,265-49.3% |
| Admin fee / account holder | $166 | $61+173.8% | $9,015-98.2% | $92+80.4% |