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 Service code 15 · EIN 94-1347393 | Recordkeeping | $57,072 |
WELLS FARGO BANK, N.A.5+ years Filed as: WELLS FARGO ADVISORS Service code 15 · EIN 36-4019175 | Recordkeeping | $7,500 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $125 |
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 | $106,738 | $65,376+63.3% | $87,100+22.5% | $65,185+63.7% |
| Participation rate | 96.9% | 75.3%+21.6pp | 76.9%+20.0pp | 70.2%+26.7pp |
| Annual return | 21.72% | 31.27%-9.6pp | 28.19%-6.5pp | 29.38%-7.7pp |
| Employer contribution / active EE | $7,158 | $1,822+292.8% | $2,521+183.9% | $2,177+228.9% |
| Participant deferral / active EE | $8,287 | $3,388+144.6% | $4,049+104.7% | $3,514+135.8% |
| Admin fee / account holder | $232 | $520-55.4% | $7,497-96.9% | $847-72.7% |