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.7+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,193 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $5,051 |
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 | $66,987 | $104,475-35.9% | $159,436-58.0% | $79,386-15.6% |
| Participation rate | 98.1% | 76.6%+21.4pp | 82.8%+15.2pp | 70.7%+27.4pp |
| Annual return | 13.44% | 67.95%-54.5pp | 263.57%-250.1pp | 116.85%-103.4pp |
| Employer contribution / active EE | $3,176 | $3,417-7.0% | $4,829-34.2% | $2,427+30.8% |
| Participant deferral / active EE | $3,363 | $6,467-48.0% | $7,352-54.3% | $4,046-16.9% |
| Admin fee / account holder | $138 | $711-80.6% | $10,799-98.7% | $626-78.0% |