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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $44,616 |
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 | $46,888 | $73,638-36.3% | $95,952-51.1% | $73,488-36.2% |
| Participation rate | 95.3% | 76.2%+19.2pp | 77.1%+18.3pp | 70.7%+24.7pp |
| Annual return | 18.36% | 16.78%+1.6pp | 91.61%-73.3pp | 28.51%-10.2pp |
| Employer contribution / active EE | $1,035 | $1,863-44.4% | $2,541-59.2% | $2,270-54.4% |
| Participant deferral / active EE | $3,046 | $3,617-15.8% | $4,167-26.9% | $3,740-18.6% |
| Admin fee / account holder | $153 | $482-68.3% | $6,795-97.8% | $513-70.2% |