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.1+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $22,074 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,786 | $43,550-61.5% | $63,517-73.6% | $52,331-67.9% |
| Participation rate | 73.2% | 65.7%+7.5pp | 71.0%+2.1pp | 68.1%+5.1pp |
| Annual return | 0.55% | 2.03%-1.5pp | -70.30%+70.9pp | 4.54%-4.0pp |
| Employer contribution / active EE | $571 | $1,351-57.8% | $2,322-75.4% | $1,882-69.7% |
| Participant deferral / active EE | $863 | $2,254-61.7% | $2,953-70.8% | $3,022-71.5% |
| Admin fee / account holder | $110 | $387-71.6% | $5,892-98.1% | $592-81.4% |