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.1+ years Filed as: WELLS FARGO BANK Service code 15 · EIN 94-1347393 | Recordkeeping | $1,458 |
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 | $29,953 | $73,981-59.5% | $105,722-71.7% | $62,891-52.4% |
| Participation rate | 42.5% | 71.7%-29.2pp | 78.9%-36.4pp | 69.3%-26.8pp |
| Annual return | 7.17% | 17.60%-10.4pp | 12.25%-5.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,260 | $2,856-55.9% | $4,079-69.1% | $2,281-44.8% |
| Participant deferral / active EE | $1,695 | $4,038-58.0% | $5,326-68.2% | $3,203-47.1% |
| Admin fee / account holder | $55 | $5,976-99.1% | $8,308-99.3% | $4,296-98.7% |