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 201 SOUTH JEFFERSON STREET · ROANOKE, VA 24011 | Recordkeeping | $83,434 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen 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 | $96,293 | $71,802+34.1% | $133,980-28.1% | $57,658+67.0% |
| Participation rate | 96.3% | 85.5%+10.9pp | 87.1%+9.3pp | 70.2%+26.1pp |
| Annual return | 8.78% | 13.51%-4.7pp | 29.30%-20.5pp | 5.13%+3.6pp |
| Employer contribution / active EE | $8,389 | $3,161+165.4% | $5,211+61.0% | $1,974+325.0% |
| Participant deferral / active EE | $5,554 | $4,606+20.6% | $6,282-11.6% | $3,061+81.5% |
| Admin fee / account holder | $225 | $88+156.7% | $9,324-97.6% | $95+138.0% |