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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $149,132 |
Service code 27 · EIN 58-1989031 | Advisory (Plan) | $72,680 |
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 | $74,792 | $48,261+55.0% | $68,793+8.7% | $55,725+34.2% |
| Participation rate | 96.3% | 71.0%+25.2pp | 72.2%+24.1pp | 70.9%+25.4pp |
| Annual return | -3.61% | -2.61%-1.0pp | -4.63%+1.0pp | 244.93%-248.5pp |
| Employer contribution / active EE | $3,639 | $1,742+108.9% | $2,625+38.6% | $2,078+75.1% |
| Participant deferral / active EE | $4,993 | $2,712+84.1% | $3,311+50.8% | $3,356+48.8% |
| Admin fee / account holder | $212 | $126+68.2% | $5,131-95.9% | $115+84.3% |