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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $23,684 |
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 | $31,996 | $40,984-21.9% | $90,951-64.8% | $93,223-65.7% |
| Participation rate | 10.7% | 59.7%-49.1pp | 69.0%-58.3pp | 74.9%-64.2pp |
| Annual return | 27.00% | 17.56%+9.4pp | 134.60%-107.6pp | 19.29%+7.7pp |
| Employer contribution / active EE | $263 | $840-68.7% | $2,122-87.6% | $2,680-90.2% |
| Participant deferral / active EE | $496 | $1,856-73.3% | $3,373-85.3% | $4,563-89.1% |
| Admin fee / account holder | $28 | $75-62.4% | $5,959-99.5% | $79-64.3% |