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 year Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $37,723 |
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 | $62,218 | $78,419-20.7% | $133,956-53.6% | $73,409-15.2% |
| Participation rate | 98.0% | 78.6%+19.4pp | 79.8%+18.2pp | 72.2%+25.9pp |
| Annual return | 21.13% | 33.35%-12.2pp | 45.09%-24.0pp | 59.29%-38.2pp |
| Employer contribution / active EE | $1,994 | $2,044-2.4% | $3,919-49.1% | $2,234-10.7% |
| Participant deferral / active EE | $3,698 | $3,925-5.8% | $5,048-26.7% | $3,805-2.8% |
| Admin fee / account holder | $128 | $161-20.5% | $8,927-98.6% | $158-18.7% |