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 5-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 Service code 15 · EIN 94-1347393 | Recordkeeping | $10,853 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $122,148 | $73,404+66.4% | $87,100+40.2% | $67,579+80.7% |
| Participation rate | 95.5% | 80.9%+14.6pp | 76.9%+18.6pp | 71.3%+24.2pp |
| Annual return | 0.00% | 48.29%-48.3pp | 28.19%-28.2pp | 378.56%-378.6pp |
| Employer contribution / active EE | $1,694 | $2,014-15.9% | $2,521-32.8% | $2,148-21.1% |
| Participant deferral / active EE | $4,989 | $3,913+27.5% | $4,049+23.2% | $3,539+41.0% |
| Admin fee / account holder | $32 | $142-77.7% | $7,497-99.6% | $142-77.8% |