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.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $99,661 |
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 | $26,408 | $46,100-42.7% | $86,590-69.5% | $69,631-62.1% |
| Participation rate | 91.8% | 67.2%+24.6pp | 73.5%+18.2pp | 70.7%+21.1pp |
| Annual return | 16.03% | 21.02%-5.0pp | 964.84%-948.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $237 | $1,850-87.2% | $2,839-91.7% | $2,032-88.3% |
| Participant deferral / active EE | $1,371 | $2,432-43.6% | $3,609-62.0% | $3,224-57.5% |
| Admin fee / account holder | $128 | $94+36.4% | $4,906-97.4% | $110+15.8% |