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 Service code 15 · EIN 94-1347393 | Recordkeeping | $128,641 |
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 | $72,791 | $71,666+1.6% | $117,854-38.2% | $69,631+4.5% |
| Participation rate | 76.8% | 77.5%-0.8pp | 79.7%-2.9pp | 70.7%+6.1pp |
| Annual return | 17.18% | 18.86%-1.7pp | 335.08%-317.9pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $0 | $1,889-100.0% | $3,786-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,112 | $3,340-36.8% | $4,482-52.9% | $3,224-34.5% |
| Admin fee / account holder | $156 | $120+30.0% | $8,020-98.0% | $110+41.7% |