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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $3,840 |
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 | $62,528 | $48,277+29.5% | $63,517-1.6% | $55,191+13.3% |
| Participation rate | 99.6% | 69.4%+30.2pp | 71.0%+28.5pp | 69.2%+30.4pp |
| Annual return | 3.82% | 2.37%+1.4pp | -70.30%+74.1pp | 10.78%-7.0pp |
| Employer contribution / active EE | $6,023 | $1,592+278.3% | $2,322+159.4% | $1,899+217.2% |
| Participant deferral / active EE | $7,229 | $2,432+197.2% | $2,953+144.8% | $3,046+137.3% |
| Admin fee / account holder | $2 | $86-98.1% | $5,892-100.0% | $91-98.2% |