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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $129,516 |
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 | $67,544 | $176,491-61.7% | $95,952-29.6% | $90,288-25.2% |
| Participation rate | 92.5% | 86.6%+5.9pp | 77.1%+15.4pp | 73.4%+19.1pp |
| Annual return | 14.46% | 20.14%-5.7pp | 91.61%-77.2pp | 53.97%-39.5pp |
| Employer contribution / active EE | $2,379 | $2,789-14.7% | $2,541-6.4% | $2,524-5.7% |
| Participant deferral / active EE | $8,552 | $5,340+60.2% | $4,167+105.2% | $4,232+102.1% |
| Admin fee / account holder | $84 | $154-45.7% | $6,795-98.8% | $114-26.7% |