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 | $6,748 |
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 | $77,987 | $50,106+55.6% | $70,014+11.4% | $57,658+35.3% |
| Participation rate | 99.8% | 70.9%+28.9pp | 71.8%+28.0pp | 70.2%+29.6pp |
| Annual return | 12.23% | 14.58%-2.4pp | 12.99%-0.8pp | 5.13%+7.1pp |
| Employer contribution / active EE | $6,688 | $1,739+284.5% | $2,338+186.0% | $1,974+238.8% |
| Participant deferral / active EE | $7,790 | $2,486+213.4% | $2,931+165.8% | $3,061+154.5% |
| Admin fee / account holder | $4 | $89-95.9% | $4,380-99.9% | $95-96.2% |