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 | $25,520 |
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 | $68,772 | $80,753-14.8% | $136,294-49.5% | $62,292+10.4% |
| Participation rate | 76.3% | 73.5%+2.8pp | 81.9%-5.6pp | 69.5%+6.8pp |
| Annual return | 29.75% | 35.83%-6.1pp | 5155.94%-5126.2pp | 28.90%+0.9pp |
| Employer contribution / active EE | $2,429 | $2,884-15.8% | $4,695-48.3% | $2,042+18.9% |
| Participant deferral / active EE | $8,961 | $5,164+73.5% | $6,247+43.4% | $3,169+182.8% |
| Admin fee / account holder | $99 | $525-81.1% | $9,243-98.9% | $479-79.3% |