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 Service code 15 · EIN 94-1347393 | Recordkeeping | $99,833 |
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 | $113,759 | $155,795-27.0% | $136,294-16.5% | $69,631+63.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 70.7%+25.7pp |
| Annual return | 16.19% | 232464.33%-232448.1pp | 5155.94%-5139.7pp | 27571.02%-27554.8pp |
| Employer contribution / active EE | $4,326 | $2,991+44.6% | $4,695-7.9% | $2,032+112.9% |
| Participant deferral / active EE | $7,946 | $5,394+47.3% | $6,247+27.2% | $3,224+146.5% |
| Admin fee / account holder | $229 | $128+78.5% | $9,243-97.5% | $110+107.3% |