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 | $49,333 |
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 | $96,858 | $59,186+63.6% | $76,768+26.2% | $56,287+72.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -4.13% | 6.62%-10.7pp | 2.43%-6.6pp | -9.96%+5.8pp |
| Employer contribution / active EE | $5,381 | $1,759+206.0% | $2,485+116.5% | $2,111+154.9% |
| Participant deferral / active EE | $8,214 | $3,255+152.4% | $3,852+113.3% | $3,350+145.2% |
| Admin fee / account holder | $216 | $489-55.8% | $6,675-96.8% | $521-58.5% |