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 | $5,572 |
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 | $53,642 | $60,165-10.8% | $74,183-27.7% | $55,167-2.8% |
| Participation rate | 93.1% | 74.2%+18.9pp | 76.6%+16.5pp | 69.0%+24.1pp |
| Annual return | 7.33% | 10.00%-2.7pp | 17.74%-10.4pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,782 | $1,600+11.4% | $2,370-24.8% | $1,963-9.2% |
| Participant deferral / active EE | $3,147 | $2,973+5.9% | $3,550-11.3% | $3,054+3.0% |
| Admin fee / account holder | $246 | $419-41.3% | $5,586-95.6% | $504-51.2% |