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 | $84,653 |
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 | $55,913 | $47,648+17.3% | $130,648-57.2% | $67,579-17.3% |
| Participation rate | 97.5% | 60.4%+37.1pp | 71.7%+25.7pp | 71.3%+26.2pp |
| Annual return | 26.94% | 25.73%+1.2pp | 1708.96%-1682.0pp | 378.56%-351.6pp |
| Employer contribution / active EE | $4,741 | $1,408+236.8% | $4,092+15.9% | $2,148+120.8% |
| Participant deferral / active EE | $6,039 | $2,616+130.8% | $3,603+67.6% | $3,539+70.6% |
| Admin fee / account holder | $146 | $105+39.2% | $5,464-97.3% | $142+2.8% |