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 | $2,906 |
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 | $103,337 | $53,925+91.6% | $75,670+36.6% | $69,631+48.4% |
| Participation rate | 98.4% | 71.2%+27.2pp | 72.3%+26.0pp | 70.7%+27.7pp |
| Annual return | 19.55% | 17.84%+1.7pp | 27.34%-7.8pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $7,076 | $1,802+292.7% | $2,352+200.9% | $2,032+248.2% |
| Participant deferral / active EE | $8,213 | $2,569+219.7% | $3,142+161.4% | $3,224+154.8% |
| Admin fee / account holder | $6 | $97-94.1% | $5,800-99.9% | $110-94.8% |