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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,520 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $50,864 | $89,652-43.3% | $141,162-64.0% | $65,185-22.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 23.07% | 32.79%-9.7pp | 71.39%-48.3pp | 29.38%-6.3pp |
| Employer contribution / active EE | $2,948 | $3,065-3.8% | $4,735-37.7% | $2,177+35.4% |
| Participant deferral / active EE | $3,090 | $5,691-45.7% | $6,709-53.9% | $3,514-12.1% |
| Admin fee / account holder | $196 | $569-65.6% | $10,261-98.1% | $847-76.9% |