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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $23,369 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO ADVISORS FINAN Service code 26 · EIN 48-1305000 | Advisory (Participants) | $19,326 |
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 | $16,921 | $52,293-67.6% | $178,490-90.5% | $73,409-76.9% |
| Participation rate | 91.6% | 65.3%+26.3pp | 81.9%+9.7pp | 72.2%+19.4pp |
| Annual return | 12.26% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.0pp |
| Employer contribution / active EE | $931 | $1,735-46.3% | $5,011-81.4% | $2,234-58.3% |
| Participant deferral / active EE | $906 | $2,332-61.1% | $5,202-82.6% | $3,805-76.2% |
| Admin fee / account holder | $80 | $127-37.3% | $13,984-99.4% | $158-49.4% |