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 | $68,078 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,796 | $57,921-57.2% | $84,750-70.7% | $57,658-57.0% |
| Participation rate | 88.0% | 72.9%+15.1pp | 76.6%+11.4pp | 70.2%+17.8pp |
| Annual return | 8.11% | 10.24%-2.1pp | 22.78%-14.7pp | 5.13%+3.0pp |
| Employer contribution / active EE | $462 | $2,598-82.2% | $3,574-87.1% | $1,974-76.6% |
| Participant deferral / active EE | $2,488 | $2,742-9.3% | $3,712-33.0% | $3,061-18.7% |
| Admin fee / account holder | $63 | $130-51.4% | $5,332-98.8% | $95-33.3% |