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 Filed as: WELLS FARGO BANK N. A. Service code 15 · EIN 94-1347393 | Recordkeeping | $8,761 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,988 | $52,884-67.9% | $84,750-80.0% | $55,167-69.2% |
| Participation rate | 95.2% | 67.5%+27.6pp | 76.6%+18.6pp | 69.0%+26.2pp |
| Annual return | 7.12% | 18.03%-10.9pp | 22.78%-15.7pp | 169.23%-162.1pp |
| Employer contribution / active EE | $306 | $2,233-86.3% | $3,574-91.4% | $1,963-84.4% |
| Participant deferral / active EE | $3,753 | $2,644+42.0% | $3,712+1.1% | $3,054+22.9% |
| Admin fee / account holder | $62 | $581-89.3% | $5,332-98.8% | $504-87.6% |