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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $56,918 |
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 | $54,340 | $60,165-9.7% | $74,183-26.7% | $55,167-1.5% |
| Participation rate | 85.6% | 74.2%+11.5pp | 76.6%+9.0pp | 69.0%+16.7pp |
| Annual return | 6.34% | 10.00%-3.7pp | 17.74%-11.4pp | 169.23%-162.9pp |
| Employer contribution / active EE | $1,869 | $1,600+16.8% | $2,370-21.1% | $1,963-4.8% |
| Participant deferral / active EE | $3,778 | $2,973+27.1% | $3,550+6.4% | $3,054+23.7% |
| Admin fee / account holder | $247 | $419-41.1% | $5,586-95.6% | $504-51.0% |