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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $65,290 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,381 | $221,442-89.9% | $92,233-75.7% | $77,958-71.3% |
| Participation rate | 88.3% | 79.6%+8.7pp | 76.5%+11.8pp | 71.6%+16.6pp |
| Annual return | 16.66% | 15.65%+1.0pp | 176.28%-159.6pp | 20.87%-4.2pp |
| Employer contribution / active EE | $468 | $3,226-85.5% | $3,679-87.3% | $2,310-79.7% |
| Participant deferral / active EE | $2,704 | $2,779-2.7% | $3,897-30.6% | $3,537-23.6% |
| Admin fee / account holder | $46 | $210-78.0% | $5,194-99.1% | $97-52.6% |