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 | $61,234 |
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 | $65,549 | $64,909+1.0% | $82,313-20.4% | $62,292+5.2% |
| Participation rate | 84.8% | 74.9%+10.0pp | 76.9%+7.9pp | 69.5%+15.3pp |
| Annual return | 12.77% | 21.18%-8.4pp | 25.88%-13.1pp | 28.90%-16.1pp |
| Employer contribution / active EE | $1,880 | $1,676+12.2% | $2,428-22.6% | $2,042-7.9% |
| Participant deferral / active EE | $3,786 | $3,103+22.0% | $3,706+2.2% | $3,169+19.5% |
| Admin fee / account holder | $276 | $440-37.3% | $5,608-95.1% | $479-42.5% |