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 | $131,886 |
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 | $34,419 | $32,284+6.6% | $74,550-53.8% | $68,904-50.0% |
| Participation rate | 19.7% | 58.1%-38.3pp | 69.1%-49.4pp | 74.1%-54.4pp |
| Annual return | -1.15% | -4.24%+3.1pp | 32.53%-33.7pp | 1.07%-2.2pp |
| Employer contribution / active EE | $529 | $782-32.4% | $1,961-73.0% | $2,540-79.2% |
| Participant deferral / active EE | $1,161 | $1,518-23.5% | $3,108-62.6% | $4,015-71.1% |
| Admin fee / account holder | $45 | $72-37.2% | $5,060-99.1% | $71-36.5% |