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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $31,874 |
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 | $83,044 | $64,286+29.2% | $90,951-8.7% | $73,409+13.1% |
| Participation rate | 32.8% | 63.6%-30.8pp | 69.0%-36.2pp | 72.2%-39.4pp |
| Annual return | 16.21% | 21.45%-5.2pp | 134.60%-118.4pp | 59.29%-43.1pp |
| Employer contribution / active EE | $406 | $895-54.7% | $2,122-80.9% | $2,234-81.8% |
| Participant deferral / active EE | $1,381 | $2,453-43.7% | $3,373-59.0% | $3,805-63.7% |
| Admin fee / account holder | $260 | $287-9.4% | $5,959-95.6% | $158+64.7% |