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.5+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $94,435 |
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 | $32,411 | $54,237-40.2% | $90,281-64.1% | $67,579-52.0% |
| Participation rate | 89.8% | 68.6%+21.2pp | 73.3%+16.5pp | 71.3%+18.5pp |
| Annual return | 17.55% | 37.27%-19.7pp | 78.10%-60.6pp | 378.56%-361.0pp |
| Employer contribution / active EE | $237 | $1,846-87.2% | $2,854-91.7% | $2,148-89.0% |
| Participant deferral / active EE | $1,467 | $2,625-44.1% | $3,885-62.2% | $3,539-58.5% |
| Admin fee / account holder | $140 | $123+13.2% | $5,351-97.4% | $142-1.8% |