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.2+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $32,840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,133 | $85,635+43.8% | $123,892-0.6% | $63,975+92.5% |
| Participation rate | 96.0% | 74.9%+21.1pp | 81.4%+14.6pp | 71.1%+24.9pp |
| Annual return | 8.14% | 15.74%-7.6pp | 47.52%-39.4pp | 48.65%-40.5pp |
| Employer contribution / active EE | $3,588 | $3,076+16.6% | $4,617-22.3% | $2,182+64.5% |
| Participant deferral / active EE | $6,976 | $5,667+23.1% | $5,984+16.6% | $3,356+107.8% |
| Admin fee / account holder | $10 | $75-87.1% | $8,357-99.9% | $70-86.3% |