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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $169,968 |
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 | $54,539 | $43,466+25.5% | $90,951-40.0% | $90,288-39.6% |
| Participation rate | 25.6% | 62.5%-36.8pp | 69.0%-43.4pp | 73.4%-47.7pp |
| Annual return | 17.63% | 25.26%-7.6pp | 134.60%-117.0pp | 53.97%-36.3pp |
| Employer contribution / active EE | $692 | $840-17.7% | $2,122-67.4% | $2,524-72.6% |
| Participant deferral / active EE | $1,523 | $2,138-28.7% | $3,373-54.8% | $4,232-64.0% |
| Admin fee / account holder | $67 | $92-27.1% | $5,959-98.9% | $114-41.3% |