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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $35,956 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $166,313 | $73,823+125.3% | $379,746-56.2% | $73,488+126.3% |
| Participation rate | 54.1% | 73.1%-19.1pp | 78.4%-24.4pp | 70.7%-16.6pp |
| Annual return | 19.98% | 29.06%-9.1pp | 34.90%-14.9pp | 28.51%-8.5pp |
| Employer contribution / active EE | $3,122 | $2,472+26.3% | $3,540-11.8% | $2,270+37.5% |
| Participant deferral / active EE | $3,982 | $4,038-1.4% | $6,024-33.9% | $3,740+6.5% |
| Admin fee / account holder | $360 | $607-40.8% | $7,927-95.5% | $513-29.9% |