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 | $5,674 |
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 | $4,876 | $50,106-90.3% | $70,014-93.0% | $57,658-91.5% |
| Participation rate | 95.7% | 70.9%+24.9pp | 71.8%+23.9pp | 70.2%+25.5pp |
| Annual return | 9.83% | 14.58%-4.7pp | 12.99%-3.2pp | 5.13%+4.7pp |
| Employer contribution / active EE | $657 | $1,739-62.2% | $2,338-71.9% | $1,974-66.7% |
| Participant deferral / active EE | $922 | $2,486-62.9% | $2,931-68.5% | $3,061-69.9% |
| Admin fee / account holder | $3 | $89-96.6% | $4,380-99.9% | $95-96.8% |