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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $209,363 |
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 | $39,701 | $97,954-59.5% | $115,157-65.5% | $77,787-49.0% |
| Participation rate | 91.9% | 52.3%+39.6pp | 75.9%+16.0pp | 73.2%+18.7pp |
| Annual return | 22.64% | 23.95%-1.3pp | 35.60%-13.0pp | 32.57%-9.9pp |
| Employer contribution / active EE | $781 | $927-15.8% | $3,179-75.4% | $2,504-68.8% |
| Participant deferral / active EE | $2,239 | $1,655+35.3% | $4,168-46.3% | $3,967-43.6% |
| Admin fee / account holder | $131 | $347-62.4% | $7,088-98.2% | $100+30.4% |