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 FINANCIAL, INC. Service code 15 · EIN 94-1347393 | Recordkeeping | $269,016 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,568 | $85,635+126.0% | $123,892+56.2% | $63,975+202.6% |
| Participation rate | 83.6% | 74.9%+8.7pp | 81.4%+2.2pp | 71.1%+12.5pp |
| Annual return | 19.78% | 15.74%+4.0pp | 47.52%-27.7pp | 48.65%-28.9pp |
| Employer contribution / active EE | $4,042 | $3,076+31.4% | $4,617-12.4% | $2,182+85.3% |
| Participant deferral / active EE | $9,169 | $5,667+61.8% | $5,984+53.2% | $3,356+173.2% |
| Admin fee / account holder | $60 | $75-19.6% | $8,357-99.3% | $70-14.5% |