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 Filed as: WELLS FARGO BANK, NATIONAL ASSOC. Service code 15 · EIN 94-1347393 | Recordkeeping | $39,109 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,851 | $54,573-1.3% | $90,951-40.8% | $73,488-26.7% |
| Participation rate | 97.0% | 61.2%+35.8pp | 69.0%+28.0pp | 70.7%+26.3pp |
| Annual return | 10.39% | 16.69%-6.3pp | 134.60%-124.2pp | 28.51%-18.1pp |
| Employer contribution / active EE | $434 | $991-56.3% | $2,122-79.6% | $2,270-80.9% |
| Participant deferral / active EE | $4,572 | $2,517+81.7% | $3,373+35.6% | $3,740+22.3% |
| Admin fee / account holder | $177 | $521-66.1% | $5,959-97.0% | $513-65.5% |