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.1 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $5,837 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,496 | $51,466+7.8% | $78,778-29.6% | $62,292-10.9% |
| Participation rate | 64.2% | 59.8%+4.4pp | 69.2%-5.0pp | 69.5%-5.4pp |
| Annual return | 17.03% | 19.96%-2.9pp | 35.62%-18.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $924 | $827+11.7% | $1,986-53.5% | $2,042-54.8% |
| Participant deferral / active EE | $2,669 | $2,147+24.3% | $2,958-9.8% | $3,169-15.8% |
| Admin fee / account holder | $204 | $489-58.4% | $5,134-96.0% | $479-57.5% |