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 | $55,570 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $148,817 | $71,802+107.3% | $133,980+11.1% | $57,658+158.1% |
| Participation rate | 96.6% | 85.5%+11.2pp | 87.1%+9.6pp | 70.2%+26.4pp |
| Annual return | 6.89% | 13.51%-6.6pp | 29.30%-22.4pp | 5.13%+1.8pp |
| Employer contribution / active EE | $6,047 | $3,161+91.3% | $5,211+16.0% | $1,974+206.4% |
| Participant deferral / active EE | $6,828 | $4,606+48.3% | $6,282+8.7% | $3,061+123.1% |
| Admin fee / account holder | $296 | $88+238.2% | $9,324-96.8% | $95+213.6% |