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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,760 |
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 | $283,050 | $80,177+253.0% | $123,892+128.5% | $57,658+390.9% |
| Participation rate | 98.2% | 74.4%+23.7pp | 81.4%+16.8pp | 70.2%+27.9pp |
| Annual return | 8.53% | 17.90%-9.4pp | 47.52%-39.0pp | 5.13%+3.4pp |
| Employer contribution / active EE | $10,314 | $2,913+254.1% | $4,617+123.4% | $1,974+422.5% |
| Participant deferral / active EE | $10,857 | $5,130+111.6% | $5,984+81.4% | $3,061+254.7% |
| Admin fee / account holder | $4 | $106-96.6% | $8,357-100.0% | $95-96.2% |