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 9-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.4+ years Filed as: WELLS FARGO, N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $26,778 |
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 | $89,224 | $66,302+34.6% | $110,238-19.1% | $56,287+58.5% |
| Participation rate | 94.5% | 74.9%+19.6pp | 79.8%+14.7pp | 69.9%+24.6pp |
| Annual return | -3.36% | -1.18%-2.2pp | 314.74%-318.1pp | -9.96%+6.6pp |
| Employer contribution / active EE | $2,313 | $2,047+13.0% | $3,826-39.6% | $2,111+9.6% |
| Participant deferral / active EE | $8,914 | $3,381+163.6% | $4,672+90.8% | $3,350+166.1% |
| Admin fee / account holder | $194 | $698-72.2% | $8,547-97.7% | $521-62.8% |