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 | $26,293 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $58,143 | $99,957-41.8% | $149,696-61.2% | $73,488-20.9% |
| Participation rate | 95.3% | 75.7%+19.6pp | 82.5%+12.9pp | 70.7%+24.6pp |
| Annual return | 14.24% | 53.87%-39.6pp | 276.60%-262.4pp | 28.51%-14.3pp |
| Employer contribution / active EE | $3,614 | $3,191+13.3% | $4,644-22.2% | $2,270+59.2% |
| Participant deferral / active EE | $2,631 | $6,073-56.7% | $6,842-61.5% | $3,740-29.6% |
| Admin fee / account holder | $220 | $551-60.0% | $9,309-97.6% | $513-57.0% |