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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,923 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,356 | $50,898-48.2% | $171,082-84.6% | $55,167-52.2% |
| Participation rate | 48.1% | 63.3%-15.1pp | 76.7%-28.6pp | 69.0%-20.9pp |
| Annual return | 5.76% | 15.34%-9.6pp | 32.56%-26.8pp | 169.23%-163.5pp |
| Employer contribution / active EE | $706 | $1,433-50.7% | $4,002-82.4% | $1,963-64.0% |
| Participant deferral / active EE | $1,174 | $2,994-60.8% | $4,797-75.5% | $3,054-61.6% |
| Admin fee / account holder | $143 | $500-71.4% | $8,520-98.3% | $504-71.7% |