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 |
|---|---|---|
Service code 15 · EIN 16-1503696 | Recordkeeping | $37,813 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO ADVISORS Service code 50 · EIN 48-1305000 | Direct Payment | $11,246 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $37,759 | $78,781-52.1% | $100,516-62.4% | $73,409-48.6% |
| Participation rate | 40.6% | 80.0%-39.5pp | 79.4%-38.8pp | 72.2%-31.6pp |
| Annual return | 17.54% | 31.69%-14.1pp | 30.89%-13.3pp | 59.29%-41.8pp |
| Employer contribution / active EE | $542 | $2,420-77.6% | $3,418-84.2% | $2,234-75.7% |
| Participant deferral / active EE | $2,304 | $6,537-64.8% | $6,270-63.2% | $3,805-39.4% |
| Admin fee / account holder | $228 | $145+57.0% | $8,081-97.2% | $158+44.5% |