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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $8,622 |
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 | $10,137 | $55,790-81.8% | $76,817-86.8% | $67,579-85.0% |
| Participation rate | 94.8% | 71.1%+23.7pp | 72.1%+22.7pp | 71.3%+23.5pp |
| Annual return | 21.63% | 64.45%-42.8pp | 1166.11%-1144.5pp | 378.56%-356.9pp |
| Employer contribution / active EE | $1,049 | $1,810-42.0% | $2,302-54.4% | $2,148-51.1% |
| Participant deferral / active EE | $1,226 | $2,875-57.4% | $3,336-63.3% | $3,539-65.4% |
| Admin fee / account holder | $4 | $159-97.3% | $6,420-99.9% | $142-96.9% |