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 | $133,079 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,714 | $29,369+11.4% | $77,482-57.8% | $73,409-55.4% |
| Participation rate | 69.6% | 37.9%+31.7pp | 54.2%+15.5pp | 72.2%-2.5pp |
| Annual return | 12.64% | 358.15%-345.5pp | 54.79%-42.1pp | 59.29%-46.6pp |
| Employer contribution / active EE | $97 | $406-76.1% | $986-90.2% | $2,234-95.7% |
| Participant deferral / active EE | $1,543 | $941+64.0% | $1,861-17.1% | $3,805-59.5% |
| Admin fee / account holder | $155 | $123+26.7% | $2,858-94.6% | $158-1.6% |