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 | $182,757 |
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 | $121,622 | $42,810+184.1% | $169,463-28.2% | $55,725+118.3% |
| Participation rate | 89.8% | 64.7%+25.0pp | 77.8%+12.0pp | 70.9%+18.9pp |
| Annual return | 1.80% | -3.61%+5.4pp | 1.83%0pp | 244.93%-243.1pp |
| Employer contribution / active EE | $3,100 | $1,402+121.2% | $4,159-25.5% | $2,078+49.2% |
| Participant deferral / active EE | $9,198 | $3,141+192.8% | $5,277+74.3% | $3,356+174.1% |
| Admin fee / account holder | $130 | $106+22.3% | $9,109-98.6% | $115+13.1% |