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 | $263,795 |
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 | $36,111 | $63,975-43.6% | $46,225-21.9% | $63,975-43.6% |
| Participation rate | 92.9% | 71.1%+21.8pp | 79.5%+13.4pp | 71.1%+21.8pp |
| Annual return | 7.53% | 48.65%-41.1pp | 7.57%0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,524 | $2,182-30.1% | $3,424-55.5% | $2,182-30.1% |
| Participant deferral / active EE | $2,471 | $3,356-26.4% | $3,776-34.6% | $3,356-26.4% |
| Admin fee / account holder | $73 | $70+3.3% | $3,519-97.9% | $70+3.3% |