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.4+ years Service code 15 · EIN 94-1347393 608 SECOND AVENUE SOUTH · MINNEAPOLIS, MN 55402 | Recordkeeping | $232,880 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $63,765 | $65,223-2.2% | $80,019-20.3% | $55,725+14.4% |
| Participation rate | 99.4% | 80.6%+18.8pp | 75.8%+23.6pp | 70.9%+28.5pp |
| Annual return | -4.66% | 7.59%-12.3pp | 11.22%-15.9pp | 244.93%-249.6pp |
| Employer contribution / active EE | $549 | $2,544-78.4% | $2,468-77.7% | $2,078-73.6% |
| Participant deferral / active EE | $2,925 | $3,881-24.6% | $3,686-20.6% | $3,356-12.8% |
| Admin fee / account holder | $201 | $114+76.1% | $6,521-96.9% | $115+74.6% |