Filed March 25, 2024 (most recent of 3 filings on file)
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.2 years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,640 |
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 | $30,787 | $53,127-42.0% | $86,590-64.4% | $70,131-56.1% |
| Participation rate | 94.8% | 65.3%+29.5pp | 73.5%+21.3pp | 69.5%+25.3pp |
| Annual return | 25.69% | 27.66%-2.0pp | 964.84%-939.2pp | 73.14%-47.5pp |
| Employer contribution / active EE | $2,481 | $2,068+20.0% | $2,839-12.6% | $2,342+5.9% |
| Participant deferral / active EE | $5,895 | $2,696+118.7% | $3,609+63.3% | $3,332+76.9% |
| Admin fee / account holder | $11 | $3,585-99.7% | $4,906-99.8% | $4,645-99.8% |