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 Service code 15 · EIN 94-1347393 | Recordkeeping | $1,380 |
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 | $71,031 | $56,054+26.7% | $171,082-58.5% | $62,891+12.9% |
| Participation rate | 87.2% | 62.9%+24.4pp | 76.7%+10.5pp | 69.3%+17.9pp |
| Annual return | 6.73% | 22.52%-15.8pp | 32.56%-25.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,022 | $1,731-40.9% | $4,002-74.4% | $2,281-55.2% |
| Participant deferral / active EE | $8,128 | $3,158+157.4% | $4,797+69.4% | $3,203+153.8% |
| Admin fee / account holder | $266 | $3,647-92.7% | $8,520-96.9% | $4,296-93.8% |