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 | $163,796 |
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 | $187,496 | $101,523+84.7% | $141,162+32.8% | $77,787+141.0% |
| Participation rate | 84.4% | 77.4%+7.1pp | 82.5%+2.0pp | 73.2%+11.2pp |
| Annual return | 22.39% | 56.22%-33.8pp | 71.39%-49.0pp | 32.57%-10.2pp |
| Employer contribution / active EE | $3,628 | $3,341+8.6% | $4,735-23.4% | $2,504+44.9% |
| Participant deferral / active EE | $7,412 | $6,434+15.2% | $6,709+10.5% | $3,967+86.8% |
| Admin fee / account holder | $144 | $92+57.1% | $10,261-98.6% | $100+43.7% |