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 | $3,252 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,801 | $48,277-92.1% | $63,517-94.0% | $55,191-93.1% |
| Participation rate | 92.6% | 69.4%+23.2pp | 71.0%+21.5pp | 69.2%+23.4pp |
| Annual return | 0.66% | 2.37%-1.7pp | -70.30%+71.0pp | 10.78%-10.1pp |
| Employer contribution / active EE | $398 | $1,592-75.0% | $2,322-82.8% | $1,899-79.0% |
| Participant deferral / active EE | $571 | $2,432-76.5% | $2,953-80.7% | $3,046-81.3% |
| Admin fee / account holder | $2 | $86-98.1% | $5,892-100.0% | $91-98.2% |