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 | $4,428 |
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 | $51,613 | $71,192-27.5% | $117,854-56.2% | $62,292-17.1% |
| Participation rate | 81.7% | 74.2%+7.4pp | 79.7%+2.0pp | 69.5%+12.2pp |
| Annual return | 20.49% | 18.66%+1.8pp | 335.08%-314.6pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,647 | $1,934-14.8% | $3,786-56.5% | $2,042-19.3% |
| Participant deferral / active EE | $2,965 | $3,189-7.0% | $4,482-33.9% | $3,169-6.5% |
| Admin fee / account holder | $127 | $587-78.3% | $8,020-98.4% | $479-73.5% |