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 | $149,003 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $69,981 | $124,414-43.8% | $115,157-39.2% | $67,579+3.6% |
| Participation rate | 68.7% | 58.1%+10.6pp | 75.9%-7.3pp | 71.3%-2.6pp |
| Annual return | 17.86% | 29.40%-11.5pp | 35.60%-17.7pp | 378.56%-360.7pp |
| Employer contribution / active EE | $1,950 | $1,454+34.1% | $3,179-38.6% | $2,148-9.2% |
| Participant deferral / active EE | $4,134 | $2,331+77.4% | $4,168-0.8% | $3,539+16.8% |
| Admin fee / account holder | $192 | $361-46.8% | $7,088-97.3% | $142+35.1% |