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.6+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $37,210 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,971 | $127,481+15.3% | $149,696-1.8% | $90,288+62.8% |
| Participation rate | 98.7% | 78.2%+20.4pp | 82.5%+16.2pp | 73.4%+25.3pp |
| Annual return | 10.38% | 57.78%-47.4pp | 276.60%-266.2pp | 53.97%-43.6pp |
| Employer contribution / active EE | $3,932 | $3,448+14.1% | $4,644-15.3% | $2,524+55.8% |
| Participant deferral / active EE | $7,866 | $6,975+12.8% | $6,842+15.0% | $4,232+85.9% |
| Admin fee / account holder | $8 | $152-94.6% | $9,309-99.9% | $114-92.8% |