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 year Service code 15 · EIN 94-1247393 | Recordkeeping | $27,069 |
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 | $31,048 | $58,726-47.1% | $92,233-66.3% | $62,292-50.2% |
| Participation rate | 85.3% | 68.3%+17.0pp | 76.5%+8.8pp | 69.5%+15.8pp |
| Annual return | 15.38% | 43.62%-28.2pp | 176.28%-160.9pp | 28.90%-13.5pp |
| Employer contribution / active EE | $0 | $2,392-100.0% | $3,679-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,904 | $2,766+77.3% | $3,897+25.9% | $3,169+54.8% |
| Admin fee / account holder | $282 | $556-49.3% | $5,194-94.6% | $479-41.1% |