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 Service code 15 · EIN 94-1347393 | Recordkeeping | $11,743 |
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 | $27,268 | $50,498-46.0% | $75,781-64.0% | $55,191-50.6% |
| Participation rate | 51.5% | 69.4%-17.9pp | 75.8%-24.3pp | 69.2%-17.7pp |
| Annual return | -0.71% | 1.80%-2.5pp | 9.68%-10.4pp | 10.78%-11.5pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,323-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,081 | $2,589-58.3% | $3,651-70.4% | $3,046-64.5% |
| Admin fee / account holder | $151 | $123+23.0% | $5,299-97.1% | $91+66.7% |