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+ years Filed as: WELLS FARGO BANK N.A. Service code 15 · EIN 94-1347393 | Recordkeeping | $3,448 |
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 | $91,426 | $57,096+60.1% | $94,224-3.0% | $55,191+65.7% |
| Participation rate | 79.8% | 75.7%+4.1pp | 78.8%+1.0pp | 69.2%+10.6pp |
| Annual return | -0.51% | 159.65%-160.2pp | 10.68%-11.2pp | 10.78%-11.3pp |
| Employer contribution / active EE | $3,485 | $1,708+104.0% | $3,587-2.8% | $1,899+83.5% |
| Participant deferral / active EE | $5,300 | $3,165+67.5% | $4,320+22.7% | $3,046+74.0% |
| Admin fee / account holder | $209 | $89+134.1% | $6,269-96.7% | $91+130.1% |