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.4+ years Filed as: WELLS FARGO BANK. N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $151,201 |
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 | $159,549 | $88,874+79.5% | $123,544+29.1% | $75,289+111.9% |
| Participation rate | 84.8% | 75.9%+8.9pp | 82.3%+2.5pp | 72.4%+12.3pp |
| Annual return | -5.82% | 4.22%-10.0pp | 119.20%-125.0pp | -0.04%-5.8pp |
| Employer contribution / active EE | $3,576 | $3,256+9.9% | $4,628-22.7% | $2,405+48.7% |
| Participant deferral / active EE | $7,227 | $6,174+17.1% | $6,426+12.5% | $3,739+93.3% |
| Admin fee / account holder | $141 | $95+49.0% | $9,284-98.5% | $102+37.7% |