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.3+ years Filed as: WELLS FARGO BANK, N.A Service code 15 · EIN 94-1347393 | Recordkeeping | $76,008 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,990 | $52,149-77.0% | $122,332-90.2% | $77,958-84.6% |
| Participation rate | 86.7% | 58.6%+28.2pp | 71.6%+15.1pp | 71.6%+15.1pp |
| Annual return | 18.35% | 17.75%+0.6pp | 30.27%-11.9pp | 20.87%-2.5pp |
| Employer contribution / active EE | $1,107 | $1,750-36.7% | $4,050-72.7% | $2,310-52.1% |
| Participant deferral / active EE | $0 | $2,114-100.0% | $3,287-100.0% | $3,537-100.0% |
| Admin fee / account holder | $74 | $93-20.6% | $5,478-98.6% | $97-24.0% |