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 | $54,937 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $56,733 | $70,908-20.0% | $98,907-42.6% | $73,488-22.8% |
| Participation rate | 99.2% | 73.8%+25.4pp | 76.0%+23.1pp | 70.7%+28.5pp |
| Annual return | 9.72% | 34.17%-24.4pp | 196.43%-186.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $1,042 | $2,036-48.8% | $2,689-61.3% | $2,270-54.1% |
| Participant deferral / active EE | $4,345 | $3,500+24.1% | $4,244+2.4% | $3,740+16.2% |
| Admin fee / account holder | $183 | $535-65.9% | $6,642-97.3% | $513-64.4% |