Filed December 13, 2018
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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,365 |
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 | $147,843 | $57,108+158.9% | $94,224+56.9% | $52,331+182.5% |
| Participation rate | 97.4% | 72.9%+24.4pp | 78.8%+18.6pp | 68.1%+29.2pp |
| Annual return | -0.66% | 1.47%-2.1pp | 10.68%-11.3pp | 4.54%-5.2pp |
| Employer contribution / active EE | $9,139 | $1,735+426.7% | $3,587+154.8% | $1,882+385.7% |
| Participant deferral / active EE | $6,631 | $3,040+118.2% | $4,320+53.5% | $3,022+119.4% |
| Admin fee / account holder | $7 | $546-98.8% | $6,269-99.9% | $592-98.9% |