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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,596 |
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 | $10,754 | $34,308-68.7% | $74,701-85.6% | $72,985-85.3% |
| Participation rate | 52.1% | 42.4%+9.7pp | 54.5%-2.4pp | 69.5%-17.4pp |
| Annual return | 22.99% | 26.58%-3.6pp | 752.92%-729.9pp | 81.00%-58.0pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $667 | $1,271-47.5% | $1,964-66.0% | $3,607-81.5% |
| Admin fee / account holder | $101 | $2,124-95.2% | $3,333-97.0% | $5,124-98.0% |