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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $84,370 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,039 | $38,833-4.6% | $78,778-53.0% | $77,958-52.5% |
| Participation rate | 20.5% | 60.9%-40.5pp | 69.2%-48.7pp | 71.6%-51.2pp |
| Annual return | 21.47% | 20.31%+1.2pp | 35.62%-14.2pp | 20.87%+0.6pp |
| Employer contribution / active EE | $505 | $840-39.9% | $1,986-74.6% | $2,310-78.1% |
| Participant deferral / active EE | $1,080 | $1,776-39.2% | $2,958-63.5% | $3,537-69.5% |
| Admin fee / account holder | $31 | $89-64.9% | $5,134-99.4% | $97-67.9% |