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 | $196,038 |
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 | $19,229 | $61,125-68.5% | $108,579-82.3% | $63,975-69.9% |
| Participation rate | 77.7% | 80.5%-2.8pp | 79.6%-1.8pp | 71.1%+6.6pp |
| Annual return | 7.55% | 14.06%-6.5pp | -51.70%+59.2pp | 48.65%-41.1pp |
| Employer contribution / active EE | $1,276 | $2,237-43.0% | $3,758-66.1% | $2,182-41.5% |
| Participant deferral / active EE | $2,374 | $3,574-33.6% | $4,311-44.9% | $3,356-29.3% |
| Admin fee / account holder | $89 | $72+23.0% | $7,645-98.8% | $70+25.7% |