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.6+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $7,762 |
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 | $197,298 | $85,135+131.7% | $98,907+99.5% | $73,409+168.8% |
| Participation rate | 98.8% | 81.1%+17.7pp | 76.0%+22.8pp | 72.2%+26.6pp |
| Annual return | 18.46% | 19.14%-0.7pp | 196.43%-178.0pp | 59.29%-40.8pp |
| Employer contribution / active EE | $4,186 | $2,721+53.9% | $2,689+55.7% | $2,234+87.4% |
| Participant deferral / active EE | $5,884 | $4,349+35.3% | $4,244+38.6% | $3,805+54.6% |
| Admin fee / account holder | $15 | $139-89.4% | $6,642-99.8% | $158-90.7% |