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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $22,395 |
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 | $23,429 | $41,410-43.4% | $84,015-72.1% | $82,204-71.5% |
| Participation rate | 10.9% | 57.6%-46.7pp | 69.0%-58.1pp | 73.4%-62.5pp |
| Annual return | 29.95% | 21.09%+8.9pp | 71.31%-41.4pp | 26.31%+3.6pp |
| Employer contribution / active EE | $275 | $833-66.9% | $1,983-86.1% | $2,707-89.8% |
| Participant deferral / active EE | $518 | $1,628-68.2% | $3,239-84.0% | $4,246-87.8% |
| Admin fee / account holder | $23 | $89-73.7% | $6,101-99.6% | $76-69.1% |