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 | $135,532 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $37,392 | $96,403-61.2% | $93,606-60.1% | $77,787-51.9% |
| Participation rate | 93.4% | 87.6%+5.7pp | 75.8%+17.6pp | 73.2%+20.2pp |
| Annual return | 22.12% | 39.36%-17.2pp | 32.76%-10.6pp | 32.57%-10.5pp |
| Employer contribution / active EE | $593 | $3,616-83.6% | $2,718-78.2% | $2,504-76.3% |
| Participant deferral / active EE | $2,918 | $5,341-45.4% | $4,069-28.3% | $3,967-26.4% |
| Admin fee / account holder | $109 | $90+21.6% | $7,888-98.6% | $100+8.8% |