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 | $13,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,238 | $40,174+72.3% | $84,015-17.6% | $67,579+2.5% |
| Participation rate | 38.4% | 62.7%-24.3pp | 69.0%-30.6pp | 71.3%-32.9pp |
| Annual return | 22.42% | 25.82%-3.4pp | 71.31%-48.9pp | 378.56%-356.1pp |
| Employer contribution / active EE | $492 | $808-39.1% | $1,983-75.2% | $2,148-77.1% |
| Participant deferral / active EE | $1,529 | $2,301-33.6% | $3,239-52.8% | $3,539-56.8% |
| Admin fee / account holder | $96 | $128-25.3% | $6,101-98.4% | $142-32.6% |