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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $120,994 |
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 | $67,794 | $107,378-36.9% | $108,579-37.6% | $57,658+17.6% |
| Participation rate | 76.2% | 77.1%-0.9pp | 79.6%-3.3pp | 70.2%+6.0pp |
| Annual return | 6.71% | 12.80%-6.1pp | -51.70%+58.4pp | 5.13%+1.6pp |
| Employer contribution / active EE | $666 | $1,782-62.6% | $3,758-82.3% | $1,974-66.3% |
| Participant deferral / active EE | $2,076 | $3,221-35.5% | $4,311-51.8% | $3,061-32.2% |
| Admin fee / account holder | $144 | $108+33.1% | $7,645-98.1% | $95+52.7% |