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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $98,856 |
Service code 27 · EIN 58-1989031 | Advisory (Plan) | $73,176 |
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 | $91,574 | $55,790+64.1% | $76,817+19.2% | $67,579+35.5% |
| Participation rate | 94.7% | 71.1%+23.6pp | 72.1%+22.6pp | 71.3%+23.4pp |
| Annual return | 21.48% | 64.45%-43.0pp | 1166.11%-1144.6pp | 378.56%-357.1pp |
| Employer contribution / active EE | $3,899 | $1,810+115.4% | $2,302+69.4% | $2,148+81.5% |
| Participant deferral / active EE | $5,604 | $2,875+94.9% | $3,336+68.0% | $3,539+58.3% |
| Admin fee / account holder | $167 | $159+5.1% | $6,420-97.4% | $142+17.6% |