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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $2,025 |
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 | $221,638 | $54,320+308.0% | $67,652+227.6% | $52,331+323.5% |
| Participation rate | 89.2% | 73.6%+15.6pp | 75.7%+13.6pp | 68.1%+21.1pp |
| Annual return | -0.49% | 6.81%-7.3pp | 6625.04%-6625.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $2,861 | $1,544+85.3% | $2,266+26.3% | $1,882+52.0% |
| Participant deferral / active EE | $3,552 | $2,950+20.4% | $3,560-0.2% | $3,022+17.5% |
| Admin fee / account holder | $14 | $527-97.4% | $4,821-99.7% | $592-97.7% |