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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $15,668 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $26,621 | $71,192-62.6% | $117,854-77.4% | $62,292-57.3% |
| Participation rate | 81.4% | 74.2%+7.2pp | 79.7%+1.7pp | 69.5%+11.9pp |
| Annual return | 12.78% | 18.66%-5.9pp | 335.08%-322.3pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,237 | $1,934-36.1% | $3,786-67.3% | $2,042-39.4% |
| Participant deferral / active EE | $1,994 | $3,189-37.5% | $4,482-55.5% | $3,169-37.1% |
| Admin fee / account holder | $100 | $587-83.0% | $8,020-98.8% | $479-79.1% |