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.4+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $26,583 |
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 | $46,180 | $66,302-30.3% | $110,238-58.1% | $56,287-18.0% |
| Participation rate | 80.9% | 74.9%+6.0pp | 79.8%+1.1pp | 69.9%+11.0pp |
| Annual return | -6.11% | -1.18%-4.9pp | 314.74%-320.8pp | -9.96%+3.8pp |
| Employer contribution / active EE | $1,853 | $2,047-9.5% | $3,826-51.6% | $2,111-12.2% |
| Participant deferral / active EE | $3,247 | $3,381-4.0% | $4,672-30.5% | $3,350-3.1% |
| Admin fee / account holder | $102 | $698-85.5% | $8,547-98.8% | $521-80.5% |