Filed February 22, 2021 (most recent of 4 filings on file)
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 | $9,220 |
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 | $162,477 | $74,347+118.5% | $93,606+73.6% | $67,579+140.4% |
| Participation rate | 99.8% | 80.6%+19.2pp | 75.8%+24.0pp | 71.3%+28.5pp |
| Annual return | 24.71% | 28.07%-3.4pp | 32.76%-8.0pp | 378.56%-353.8pp |
| Employer contribution / active EE | $5,023 | $2,583+94.5% | $2,718+84.8% | $2,148+133.9% |
| Participant deferral / active EE | $6,004 | $4,060+47.9% | $4,069+47.6% | $3,539+69.6% |
| Admin fee / account holder | $13 | $123-89.1% | $7,888-99.8% | $142-90.6% |