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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $92,762 |
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 | $17,553 | $407,990-95.7% | $121,196-85.5% | $75,289-76.7% |
| Participation rate | 96.3% | 59.5%+36.8pp | 71.7%+24.6pp | 72.4%+23.9pp |
| Annual return | -6.75% | 2.93%-9.7pp | 16.93%-23.7pp | -0.04%-6.7pp |
| Employer contribution / active EE | $1,446 | $1,846-21.7% | $4,022-64.0% | $2,405-39.9% |
| Participant deferral / active EE | $2,436 | $2,201+10.7% | $3,344-27.2% | $3,739-34.8% |
| Admin fee / account holder | $63 | $455-86.0% | $5,019-98.7% | $102-37.9% |