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.3+ years Filed as: WELLS FARGO BANK. N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $136,805 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $175,171 | $155,795+12.4% | $136,294+28.5% | $69,631+151.6% |
| Participation rate | 86.0% | 75.2%+10.7pp | 81.9%+4.0pp | 70.7%+15.3pp |
| Annual return | 15.86% | 232464.33%-232448.5pp | 5155.94%-5140.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $3,637 | $2,991+21.6% | $4,695-22.5% | $2,032+79.0% |
| Participant deferral / active EE | $7,322 | $5,394+35.8% | $6,247+17.2% | $3,224+127.1% |
| Admin fee / account holder | $132 | $128+3.2% | $9,243-98.6% | $110+19.8% |