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.2+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $109,764 |
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 | $89,326 | $107,378-16.8% | $108,579-17.7% | $57,658+54.9% |
| Participation rate | 96.9% | 77.1%+19.7pp | 79.6%+17.3pp | 70.2%+26.6pp |
| Annual return | 7.78% | 12.80%-5.0pp | -51.70%+59.5pp | 5.13%+2.7pp |
| Employer contribution / active EE | $2,798 | $1,782+57.0% | $3,758-25.6% | $1,974+41.7% |
| Participant deferral / active EE | $5,354 | $3,221+66.2% | $4,311+24.2% | $3,061+74.9% |
| Admin fee / account holder | $211 | $108+94.9% | $7,645-97.2% | $95+123.7% |