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 | $118,040 |
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 | $47,712 | $105,247-54.7% | $87,100-45.2% | $77,787-38.7% |
| Participation rate | 96.2% | 85.8%+10.4pp | 76.9%+19.4pp | 73.2%+23.0pp |
| Annual return | 50.94% | 24.52%+26.4pp | 28.19%+22.8pp | 32.57%+18.4pp |
| Employer contribution / active EE | $2,168 | $2,895-25.1% | $2,521-14.0% | $2,504-13.4% |
| Participant deferral / active EE | $7,515 | $5,060+48.5% | $4,049+85.6% | $3,967+89.4% |
| Admin fee / account holder | $63 | $104-40.0% | $7,497-99.2% | $100-37.3% |