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 Filed as: WELLS FARGO Service code 15 · EIN 94-1347393 | Recordkeeping | $147,273 |
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.
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 | $79,823 | $79,519+0.4% | $95,952-16.8% | $73,409+8.7% |
| Participation rate | 69.5% | 81.2%-11.7pp | 77.1%-7.5pp | 72.2%-2.6pp |
| Annual return | 10.32% | 19.20%-8.9pp | 91.61%-81.3pp | 59.29%-49.0pp |
| Employer contribution / active EE | $1,161 | $2,048-43.3% | $2,541-54.3% | $2,234-48.0% |
| Participant deferral / active EE | $4,555 | $4,138+10.1% | $4,167+9.3% | $3,805+19.7% |
| Admin fee / account holder | $140 | $184-24.0% | $6,795-97.9% | $158-11.3% |