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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $117,539 |
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 | $18,841 | $25,302-25.5% | $74,701-74.8% | $67,579-72.1% |
| Participation rate | 97.2% | 37.8%+59.3pp | 54.5%+42.7pp | 71.3%+25.9pp |
| Annual return | 22.67% | 10291.17%-10268.5pp | 752.92%-730.3pp | 378.56%-355.9pp |
| Employer contribution / active EE | $104 | $446-76.7% | $1,084-90.4% | $2,148-95.2% |
| Participant deferral / active EE | $2,109 | $954+121.1% | $1,964+7.4% | $3,539-40.4% |
| Admin fee / account holder | $82 | $108-23.7% | $3,333-97.5% | $142-42.2% |