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 | $4,063 |
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 | $6,224 | $53,925-88.5% | $75,670-91.8% | $69,631-91.1% |
| Participation rate | 95.0% | 71.2%+23.8pp | 72.3%+22.7pp | 70.7%+24.3pp |
| Annual return | 19.06% | 17.84%+1.2pp | 27.34%-8.3pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $885 | $1,802-50.9% | $2,352-62.4% | $2,032-56.5% |
| Participant deferral / active EE | $1,092 | $2,569-57.5% | $3,142-65.3% | $3,224-66.1% |
| Admin fee / account holder | $4 | $97-95.4% | $5,800-99.9% | $110-96.0% |