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.2+ years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $26,086 |
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 | $102,584 | $63,924+60.5% | $108,579-5.5% | $55,167+86.0% |
| Participation rate | 81.4% | 74.3%+7.1pp | 79.6%+1.8pp | 69.0%+12.4pp |
| Annual return | 6.57% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.7pp |
| Employer contribution / active EE | $3,120 | $1,879+66.0% | $3,758-17.0% | $1,963+59.0% |
| Participant deferral / active EE | $4,304 | $3,067+40.3% | $4,311-0.2% | $3,054+40.9% |
| Admin fee / account holder | $300 | $618-51.5% | $7,645-96.1% | $504-40.6% |