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 | $199,438 |
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 | $145,978 | $63,905+128.4% | $74,183+96.8% | $57,658+153.2% |
| Participation rate | 99.1% | 79.8%+19.3pp | 76.6%+22.4pp | 70.2%+28.8pp |
| Annual return | 6.80% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $9,267 | $1,840+403.5% | $2,370+291.0% | $1,974+369.5% |
| Participant deferral / active EE | $4,382 | $3,448+27.1% | $3,550+23.4% | $3,061+43.2% |
| Admin fee / account holder | $235 | $91+157.9% | $5,586-95.8% | $95+148.5% |