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 | $42,780 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,329 | $101,523+41.2% | $141,162+1.5% | $77,787+84.3% |
| Participation rate | 97.0% | 77.4%+19.6pp | 82.5%+14.5pp | 73.2%+23.8pp |
| Annual return | 22.03% | 56.22%-34.2pp | 71.39%-49.4pp | 32.57%-10.5pp |
| Employer contribution / active EE | $3,991 | $3,341+19.4% | $4,735-15.7% | $2,504+59.3% |
| Participant deferral / active EE | $7,928 | $6,434+23.2% | $6,709+18.2% | $3,967+99.8% |
| Admin fee / account holder | $10 | $92-88.7% | $10,261-99.9% | $100-89.7% |