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+ years Service code 37 · EIN 94-1347393 | Loan Processing | $8,731 |
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 | $56,793 | $57,096-0.5% | $94,224-39.7% | $55,191+2.9% |
| Participation rate | 92.3% | 75.7%+16.6pp | 78.8%+13.5pp | 69.2%+23.1pp |
| Annual return | 19.26% | 159.65%-140.4pp | 10.68%+8.6pp | 10.78%+8.5pp |
| Employer contribution / active EE | $2,098 | $1,708+22.8% | $3,587-41.5% | $1,899+10.5% |
| Participant deferral / active EE | $2,247 | $3,165-29.0% | $4,320-48.0% | $3,046-26.2% |
| Admin fee / account holder | $183 | $89+104.7% | $6,269-97.1% | $91+101.2% |