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 | $61,156 |
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 | $41,317 | $39,898+3.6% | $121,196-65.9% | $55,725-25.9% |
| Participation rate | 97.4% | 61.2%+36.2pp | 71.7%+25.6pp | 70.9%+26.5pp |
| Annual return | -5.89% | -0.96%-4.9pp | 16.93%-22.8pp | 244.93%-250.8pp |
| Employer contribution / active EE | $6,620 | $1,295+411.1% | $4,022+64.6% | $2,078+218.5% |
| Participant deferral / active EE | $5,370 | $2,439+120.2% | $3,344+60.6% | $3,356+60.0% |
| Admin fee / account holder | $130 | $95+36.9% | $5,019-97.4% | $115+13.0% |