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 8-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.1+ years Service code 15 · EIN 94-1347383 | Recordkeeping | $2,637 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $79,493 | $47,448+67.5% | $94,993-16.3% | $62,292+27.6% |
| Participation rate | 94.3% | 66.5%+27.8pp | 73.9%+20.4pp | 69.5%+24.8pp |
| Annual return | 0.00% | 22.64%-22.6pp | 27.12%-27.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $251 | $1,300-80.7% | $2,603-90.4% | $2,042-87.7% |
| Participant deferral / active EE | $1,105 | $2,375-53.4% | $3,317-66.7% | $3,169-65.1% |
| Admin fee / account holder | $13 | $434-97.1% | $4,960-99.7% | $479-97.3% |