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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $10,874 |
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 | $6,961 | $48,261-85.6% | $68,793-89.9% | $55,725-87.5% |
| Participation rate | 95.2% | 71.0%+24.2pp | 72.2%+23.0pp | 70.9%+24.4pp |
| Annual return | -6.28% | -2.61%-3.7pp | -4.63%-1.6pp | 244.93%-251.2pp |
| Employer contribution / active EE | $550 | $1,742-68.5% | $2,625-79.1% | $2,078-73.6% |
| Participant deferral / active EE | $869 | $2,712-68.0% | $3,311-73.8% | $3,356-74.1% |
| Admin fee / account holder | $7 | $126-94.6% | $5,131-99.9% | $115-94.0% |