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 | $82,592 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,126 | $32,913-35.8% | $80,004-73.6% | $59,188-64.3% |
| Participation rate | 13.0% | 56.9%-43.8pp | 73.0%-60.0pp | 69.4%-56.4pp |
| Annual return | -0.61% | 1.16%-1.8pp | 7.63%-8.2pp | 5.51%-6.1pp |
| Employer contribution / active EE | $245 | $789-68.9% | $2,473-90.1% | $2,098-88.3% |
| Participant deferral / active EE | $0 | $1,686-100.0% | $3,204-100.0% | $3,265-100.0% |
| Admin fee / account holder | $69 | $40+73.4% | $5,033-98.6% | $92-24.7% |