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 | $62,454 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,008 | $80,211-33.9% | $74,183-28.5% | $63,975-17.1% |
| Participation rate | 95.6% | 84.2%+11.5pp | 76.6%+19.0pp | 71.1%+24.5pp |
| Annual return | 5.96% | 14.13%-8.2pp | 17.74%-11.8pp | 48.65%-42.7pp |
| Employer contribution / active EE | $2,712 | $2,553+6.2% | $2,370+14.4% | $2,182+24.3% |
| Participant deferral / active EE | $5,151 | $4,370+17.9% | $3,550+45.1% | $3,356+53.5% |
| Admin fee / account holder | $82 | $67+21.6% | $5,586-98.5% | $70+16.1% |