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 | $21,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $84,748 | $62,586+35.4% | $76,768+10.4% | $64,186+32.0% |
| Participation rate | 62.8% | 72.8%-10.0pp | 77.0%-14.2pp | 69.6%-6.8pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $371 | $1,832-79.7% | $2,485-85.1% | $2,381-84.4% |
| Participant deferral / active EE | $2,732 | $3,145-13.1% | $3,852-29.1% | $3,470-21.2% |
| Admin fee / account holder | $289 | $4,667-93.8% | $6,675-95.7% | $4,888-94.1% |