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 9-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 | $765 |
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 | $2,443 | $46,869-94.8% | $122,332-98.0% | $70,131-96.5% |
| Participation rate | 82.7% | 58.2%+24.5pp | 71.6%+11.0pp | 69.5%+13.1pp |
| Annual return | 27.70% | 24.22%+3.5pp | 30.27%-2.6pp | 73.14%-45.4pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,171 | $2,166-45.9% | $3,287-64.4% | $3,332-64.8% |
| Admin fee / account holder | $7 | $3,322-99.8% | $5,478-99.9% | $4,645-99.8% |