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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,335 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,700 | $33,780-38.7% | $74,550-72.2% | $75,289-72.5% |
| Participation rate | 9.8% | 62.7%-52.9pp | 69.1%-59.4pp | 72.4%-62.6pp |
| Annual return | -5.65% | -1.24%-4.4pp | 32.53%-38.2pp | -0.04%-5.6pp |
| Employer contribution / active EE | $263 | $845-68.9% | $1,961-86.6% | $2,405-89.1% |
| Participant deferral / active EE | $487 | $1,890-74.2% | $3,108-84.3% | $3,739-87.0% |
| Admin fee / account holder | $18 | $86-78.7% | $5,060-99.6% | $102-82.1% |