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 Service code 15 · EIN 94-1347393 | Recordkeeping | $45,464 |
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 | $41,273 | $74,347-44.5% | $93,606-55.9% | $67,579-38.9% |
| Participation rate | 85.5% | 80.6%+4.9pp | 75.8%+9.7pp | 71.3%+14.3pp |
| Annual return | 22.67% | 28.07%-5.4pp | 32.76%-10.1pp | 378.56%-355.9pp |
| Employer contribution / active EE | $1,072 | $2,583-58.5% | $2,718-60.6% | $2,148-50.1% |
| Participant deferral / active EE | $2,623 | $4,060-35.4% | $4,069-35.5% | $3,539-25.9% |
| Admin fee / account holder | $19 | $123-84.8% | $7,888-99.8% | $142-86.9% |