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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $1,114 |
Participant 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 | $2,382 | $46,722-94.9% | $130,648-98.2% | $65,185-96.3% |
| Participation rate | 83.0% | 60.9%+22.0pp | 71.7%+11.2pp | 70.2%+12.8pp |
| Annual return | 28.66% | 24.17%+4.5pp | 1708.96%-1680.3pp | 29.38%-0.7pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $522 | $2,545-79.5% | $3,603-85.5% | $3,514-85.1% |
| Admin fee / account holder | $7 | $453-98.5% | $5,464-99.9% | $847-99.2% |