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 Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $15,620 |
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 | $17,869 | $37,196-52.0% | $154,107-88.4% | $55,725-67.9% |
| Participation rate | 92.5% | 64.1%+28.4pp | 83.0%+9.4pp | 70.9%+21.6pp |
| Annual return | -2.73% | 1319.68%-1322.4pp | 735.12%-737.9pp | 244.93%-247.7pp |
| Employer contribution / active EE | $1,105 | $1,614-31.6% | $5,298-79.1% | $2,078-46.8% |
| Participant deferral / active EE | $0 | $2,068-100.0% | $5,081-100.0% | $3,356-100.0% |
| Admin fee / account holder | $52 | $102-48.5% | $13,411-99.6% | $115-54.6% |