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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $5,754 |
Annual investment return 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 | $21,602 | $74,024-70.8% | $77,999-72.3% | $57,658-62.5% |
| Participation rate | 94.9% | 79.7%+15.2pp | 75.5%+19.4pp | 70.2%+24.7pp |
| Annual return | 5.93% | 12.14%-6.2pp | 425.96%-420.0pp | 5.13%+0.8pp |
| Employer contribution / active EE | $883 | $2,365-62.7% | $2,470-64.3% | $1,974-55.3% |
| Participant deferral / active EE | $1,920 | $3,533-45.7% | $3,497-45.1% | $3,061-37.3% |
| Admin fee / account holder | $36 | $93-61.8% | $5,480-99.4% | $95-62.3% |