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 | $113,089 |
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 | $14,435 | $23,224-37.8% | $71,086-79.7% | $55,725-74.1% |
| Participation rate | 96.9% | 37.9%+59.0pp | 54.7%+42.2pp | 70.9%+26.0pp |
| Annual return | -6.80% | -2.87%-3.9pp | 650.59%-657.4pp | 244.93%-251.7pp |
| Employer contribution / active EE | $97 | $436-77.7% | $1,088-91.0% | $2,078-95.3% |
| Participant deferral / active EE | $1,843 | $929+98.4% | $1,874-1.6% | $3,356-45.1% |
| Admin fee / account holder | $73 | $118-37.7% | $3,082-97.6% | $115-36.2% |