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 64 · EIN 94-1347393 608 2ND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping Fees | $6,843 |
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 | $21,546 | $37,117-42.0% | $147,614-85.4% | $55,191-61.0% |
| Participation rate | 67.5% | 63.6%+3.9pp | 84.6%-17.1pp | 69.2%-1.6pp |
| Annual return | 1.96% | 3.44%-1.5pp | 61.98%-60.0pp | 10.78%-8.8pp |
| Employer contribution / active EE | $1,006 | $1,620-37.9% | $5,564-81.9% | $1,899-47.0% |
| Participant deferral / active EE | $1,264 | $1,985-36.4% | $4,895-74.2% | $3,046-58.5% |
| Admin fee / account holder | $22 | $86-74.7% | $11,611-99.8% | $91-76.1% |