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 | $164,582 |
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 | $60,975 | $107,440-43.2% | $105,738-42.3% | $55,725+9.4% |
| Participation rate | 50.4% | 55.5%-5.1pp | 76.3%-25.9pp | 70.9%-20.5pp |
| Annual return | -4.91% | -0.59%-4.3pp | 6.27%-11.2pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,142 | $1,448-21.1% | $3,268-65.1% | $2,078-45.0% |
| Participant deferral / active EE | $2,410 | $2,171+11.0% | $4,080-40.9% | $3,356-28.2% |
| Admin fee / account holder | $216 | $283-23.7% | $6,913-96.9% | $115+87.7% |