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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $11,448 |
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 | $16,171 | $47,078-65.7% | $100,671-83.9% | $55,191-70.7% |
| Participation rate | 89.8% | 58.0%+31.8pp | 70.7%+19.1pp | 69.2%+20.6pp |
| Annual return | 0.80% | 0.65%+0.2pp | 20.43%-19.6pp | 10.78%-10.0pp |
| Employer contribution / active EE | $1 | $1,065-99.9% | $4,012-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $3,306 | $2,038+62.2% | $3,144+5.2% | $3,046+8.5% |
| Admin fee / account holder | $43 | $153-72.2% | $4,850-99.1% | $91-53.1% |