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.5+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $16,160 |
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 | $20,750 | $62,928-67.0% | $172,739-88.0% | $67,579-69.3% |
| Participation rate | 92.0% | 64.5%+27.5pp | 82.6%+9.3pp | 71.3%+20.7pp |
| Annual return | 12.40% | 30.36%-18.0pp | 802.84%-790.4pp | 378.56%-366.2pp |
| Employer contribution / active EE | $1,126 | $1,636-31.2% | $5,143-78.1% | $2,148-47.6% |
| Participant deferral / active EE | $0 | $2,145-100.0% | $5,198-100.0% | $3,539-100.0% |
| Admin fee / account holder | $52 | $167-68.6% | $13,954-99.6% | $142-63.2% |