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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $276,557 |
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 | $41,259 | $77,958-47.1% | $56,429-26.9% | $77,958-47.1% |
| Participation rate | 94.3% | 71.6%+22.6pp | 80.0%+14.2pp | 71.6%+22.6pp |
| Annual return | 17.48% | 20.87%-3.4pp | 19.04%-1.6pp | 20.87%-3.4pp |
| Employer contribution / active EE | $1,735 | $2,310-24.9% | $3,405-49.1% | $2,310-24.9% |
| Participant deferral / active EE | $2,778 | $3,537-21.5% | $3,951-29.7% | $3,537-21.5% |
| Admin fee / account holder | $72 | $97-25.6% | $4,466-98.4% | $97-25.6% |