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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,536 |
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 | $5,881 | $32,117-81.7% | $71,086-91.7% | $64,186-90.8% |
| Participation rate | 56.1% | 42.7%+13.4pp | 54.7%+1.5pp | 69.6%-13.4pp |
| Annual return | -1.74% | -5.57%+3.8pp | 650.59%-652.3pp | 7.63%-9.4pp |
| Employer contribution / active EE | $0 | $712-100.0% | $1,088-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $586 | $1,263-53.6% | $1,874-68.7% | $3,470-83.1% |
| Admin fee / account holder | $26 | $2,759-99.1% | $3,082-99.2% | $4,888-99.5% |