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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,282 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,708 | $39,458+15.8% | $60,547-24.5% | $55,191-17.2% |
| Participation rate | 31.1% | 59.6%-28.5pp | 68.0%-36.9pp | 69.2%-38.1pp |
| Annual return | -0.66% | 3.35%-4.0pp | 335.64%-336.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $597 | $1,210-50.6% | $2,419-75.3% | $1,899-68.5% |
| Participant deferral / active EE | $1,353 | $2,140-36.8% | $3,328-59.3% | $3,046-55.6% |
| Admin fee / account holder | $206 | $95+116.2% | $4,536-95.5% | $91+126.6% |