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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $119,917 |
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 | $92,315 | $65,223+41.5% | $80,019+15.4% | $55,725+65.7% |
| Participation rate | 92.1% | 80.6%+11.5pp | 75.8%+16.3pp | 70.9%+21.2pp |
| Annual return | -3.85% | 7.59%-11.4pp | 11.22%-15.1pp | 244.93%-248.8pp |
| Employer contribution / active EE | $3,593 | $2,544+41.2% | $2,468+45.6% | $2,078+72.9% |
| Participant deferral / active EE | $5,818 | $3,881+49.9% | $3,686+57.9% | $3,356+73.4% |
| Admin fee / account holder | $76 | $114-33.3% | $6,521-98.8% | $115-33.9% |