Filed October 27, 2021 (most recent of 2 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 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 | $135,170 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,249 | $52,670+101.7% | $90,404+17.5% | $73,409+44.7% |
| Participation rate | 96.3% | 67.7%+28.7pp | 72.7%+23.6pp | 72.2%+24.2pp |
| Annual return | 14.34% | 20.70%-6.4pp | 1293.02%-1278.7pp | 59.29%-44.9pp |
| Employer contribution / active EE | $4,014 | $1,872+114.5% | $3,262+23.0% | $2,234+79.7% |
| Participant deferral / active EE | $8,592 | $2,807+206.1% | $3,963+116.8% | $3,805+125.8% |
| Admin fee / account holder | $86 | $117-26.7% | $5,611-98.5% | $158-45.8% |