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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $112,334 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $341,919 | $79,519+330.0% | $95,952+256.3% | $73,409+365.8% |
| Participation rate | 76.0% | 81.2%-5.2pp | 77.1%-1.1pp | 72.2%+3.8pp |
| Annual return | 11.93% | 19.20%-7.3pp | 91.61%-79.7pp | 59.29%-47.4pp |
| Employer contribution / active EE | $805 | $2,048-60.7% | $2,541-68.3% | $2,234-64.0% |
| Participant deferral / active EE | $5,614 | $4,138+35.7% | $4,167+34.7% | $3,805+47.5% |
| Admin fee / account holder | $262 | $184+42.4% | $6,795-96.1% | $158+66.2% |