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 9-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.1 year Service code 15 · EIN 94-1347393 | Recordkeeping | $117,092 |
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 | $73,140 | $71,666+2.1% | $117,854-37.9% | $69,631+5.0% |
| Participation rate | 99.2% | 77.5%+21.7pp | 79.7%+19.5pp | 70.7%+28.5pp |
| Annual return | 16.26% | 18.86%-2.6pp | 335.08%-318.8pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $2,996 | $1,889+58.6% | $3,786-20.9% | $2,032+47.4% |
| Participant deferral / active EE | $4,707 | $3,340+40.9% | $4,482+5.0% | $3,224+46.0% |
| Admin fee / account holder | $234 | $120+94.5% | $8,020-97.1% | $110+111.9% |