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 | $100,671 |
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 | $52,064 | $82,546-36.9% | $140,016-62.8% | $75,289-30.8% |
| Participation rate | 46.6% | 88.4%-41.8pp | 87.5%-40.9pp | 72.4%-25.8pp |
| Annual return | -3.89% | -0.36%-3.5pp | 651.12%-655.0pp | -0.04%-3.9pp |
| Employer contribution / active EE | $0 | $3,856-100.0% | $5,606-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,900 | $5,731-66.9% | $6,927-72.6% | $3,739-49.2% |
| Admin fee / account holder | $158 | $86+83.9% | $10,705-98.5% | $102+54.2% |