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 | $44,404 |
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 | $39,004 | $65,376-40.3% | $87,100-55.2% | $65,185-40.2% |
| Participation rate | 92.7% | 75.3%+17.3pp | 76.9%+15.8pp | 70.2%+22.5pp |
| Annual return | 22.72% | 31.27%-8.6pp | 28.19%-5.5pp | 29.38%-6.7pp |
| Employer contribution / active EE | $852 | $1,822-53.3% | $2,521-66.2% | $2,177-60.9% |
| Participant deferral / active EE | $2,413 | $3,388-28.8% | $4,049-40.4% | $3,514-31.3% |
| Admin fee / account holder | $127 | $520-75.6% | $7,497-98.3% | $847-85.0% |