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.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $13,501 |
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 | $22,887 | $38,925-41.2% | $73,843-69.0% | $55,191-58.5% |
| Participation rate | 91.3% | 66.0%+25.3pp | 73.4%+17.9pp | 69.2%+22.2pp |
| Annual return | 2.45% | 6.31%-3.9pp | 2267.84%-2265.4pp | 10.78%-8.3pp |
| Employer contribution / active EE | $238 | $1,695-85.9% | $2,787-91.5% | $1,899-87.4% |
| Participant deferral / active EE | $1,233 | $2,351-47.6% | $3,583-65.6% | $3,046-59.5% |
| Admin fee / account holder | $96 | $83+15.9% | $4,880-98.0% | $91+5.8% |