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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $50,321 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $157,673 | $70,908+122.4% | $98,907+59.4% | $73,488+114.6% |
| Participation rate | 94.4% | 73.8%+20.6pp | 76.0%+18.3pp | 70.7%+23.7pp |
| Annual return | 8.54% | 34.17%-25.6pp | 196.43%-187.9pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,584 | $2,036-22.2% | $2,689-41.1% | $2,270-30.2% |
| Participant deferral / active EE | $8,715 | $3,500+149.0% | $4,244+105.3% | $3,740+133.0% |
| Admin fee / account holder | $298 | $535-44.4% | $6,642-95.5% | $513-42.0% |